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Calvert Investment Management’s United Parcel Service UPS Stock Holding History

Calvert Investment Management’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
Q1 		– Sell
-158,260
Closed -$18.1M – 586
2016
Q4 		$18.1M Sell
158,260
-5,907
-4% -$666K 0.68% 24
2016
Q3 		$18M Sell
164,167
-8,947
-5% -$977K 0.66% 27
2016
Q2 		$18.6M Sell
173,114
-29,834
-15% -$3.11M 0.75% 24
2016
Q1 		$21.4M Sell
202,948
-31,452
-13% -$3.06M 0.94% 23
2015
Q4 		$22.6M Buy
234,400
+80,659
+52% +$8.24M 1.03% 27
2015
Q3 		$15.2M Sell
153,741
-60
-0% -$5.92K 0.76% 37
2015
Q2 		$14.9M Buy
153,801
+93,609
+156% +$9.3M 0.66% 36
2015
Q1 		$5.83M Buy
60,192
+5,172
+9% +$531K 0.38% 86
2014
Q4 		$6.12M Buy
55,020
+4,547
+9% +$480K 0.42% 78
2014
Q3 		$4.96M Sell
50,473
-35,983
-42% -$3.58M 0.37% 87
2014
Q2 		$8.88M Buy
86,456
+79,538
+1,150% +$7.99M 0.6% 53
2014
Q1 		$674K Sell
6,918
-140
-2% -$13.6K 0.05% 198
2013
Q4 		$742K Buy
7,058
+103
+1% +$10.1K 0.05% 196
2013
Q3 		$635K Sell
6,955
-179
-3% -$15.7K 0.08% 197
2013
Q2 		$617K Buy
+7,134
New +$612K 0.08% 182

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Calvert Investment Management's UPS Position: Q1 2017 in Review

Calvert Investment Management sold out of United Parcel Service (UPS) in Q1 2017, closing a stake of 158,260 shares — an estimated $18.1M sold.

Calvert Investment Management first reported a position in UPS in Q2 2013 and held it in 15 quarters. The position peaked at $22.6M in Q4 2015. 1,285 funds tracked by Wall St. Rank hold UPS as of Q1 2017.

  • Calvert Investment Management reported no remaining United Parcel Service position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 158,260 United Parcel Service shares in Q1 2017, an estimated $18.1M.
  • Calvert Investment Management first reported a position in United Parcel Service in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's United Parcel Service position peaked at $22.6M in Q4 2015.
  • 1,285 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.