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Caldwell & Orkin’s United Parcel Service UPS Stock Holding History

Caldwell & Orkin’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$1.48M Buy
+12,300
New +$1.4M 1.5% 24
2015
Q1 		– Sell
-23,400
Closed -$2.6M – 103
2014
Q4 		$2.6M Buy
+23,400
New +$2.47M 1.46% 28

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Caldwell & Orkin's UPS Position: Q3 2017 in Review

Caldwell & Orkin opened a new position in United Parcel Service (UPS) in Q3 2017: 12,300 shares worth $1.48M. The stake represents 1.5% of the portfolio and ranks #24 among its holdings. This is a return to the name: Caldwell & Orkin previously reported a position in UPS as recently as Q4 2014.

Caldwell & Orkin first reported a position in UPS in Q4 2014 and has held it in 2 quarters since. The position peaked at $2.6M in Q4 2014. 1,300 funds tracked by Wall St. Rank hold UPS as of Q3 2017.

  • Caldwell & Orkin held 12,300 shares of United Parcel Service worth $1.48M as of Q3 2017.
  • United Parcel Service was a new Caldwell & Orkin position in Q3 2017.
  • United Parcel Service made up 1.5% of Caldwell & Orkin's portfolio in Q3 2017, its #24 holding.
  • Caldwell & Orkin first reported a position in United Parcel Service in Q4 2014 and has held it in 2 quarters since.
  • Caldwell & Orkin's United Parcel Service position peaked at $2.6M in Q4 2014.
  • 1,300 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.