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Columbia Partners Investment Management’s United Parcel Service UPS Stock Holding History

Columbia Partners 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
2018
Q4 		– Sell
-14,072
Closed -$1.64M – 153
2018
Q3 		$1.64M Sell
14,072
-1,900
-12% -$224K 0.42% 76
2018
Q2 		$1.7M Sell
15,972
-52
-0.3% -$5.84K 0.49% 71
2018
Q1 		$1.68M Hold
16,024
– – 0.21% 134
2017
Q4 		$1.91M Hold
16,024
– – 0.25% 119
2017
Q3 		$1.92M Buy
+16,024
New +$1.82M 0.25% 124

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Columbia Partners Investment Management's UPS Position: Q4 2018 in Review

Columbia Partners Investment Management sold out of United Parcel Service (UPS) in Q4 2018, closing a stake of 14,072 shares — an estimated $1.64M sold.

Columbia Partners Investment Management first reported a position in UPS in Q3 2017 and held it in 5 quarters. The position peaked at $1.92M in Q3 2017. 1,432 funds tracked by Wall St. Rank hold UPS as of Q4 2018.

  • Columbia Partners Investment Management reported no remaining United Parcel Service position as of Q4 2018 after selling out during the quarter.
  • Columbia Partners Investment Management sold 14,072 United Parcel Service shares in Q4 2018, an estimated $1.64M.
  • Columbia Partners Investment Management first reported a position in United Parcel Service in Q3 2017 and held it in 5 quarters.
  • Columbia Partners Investment Management's United Parcel Service position peaked at $1.92M in Q3 2017.
  • 1,432 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2018.

Based on Columbia Partners Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.