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Darrell & King’s United Parcel Service UPS Stock Holding History

Darrell & King’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
2019
Q1 		– Sell
-280,105
Closed -$27.3M – 53
2018
Q4 		$27.3M Sell
280,105
-2,639
-0.9% -$286K 5% 9
2018
Q3 		$33M Buy
282,744
+429
+0.2% +$50.5K 4.69% 14
2018
Q2 		$30M Sell
282,315
-8,358
-3% -$939K 4.32% 18
2018
Q1 		$30.4M Sell
290,673
-3,235
-1% -$374K 4.32% 18
2017
Q4 		$35M Sell
293,908
-741
-0.3% -$87.1K 4.82% 13
2017
Q3 		$35.4M Sell
294,649
-651
-0.2% -$74K 5.06% 10
2017
Q2 		$32.7M Buy
295,300
+6,185
+2% +$661K 4.9% 12
2017
Q1 		$31M Buy
289,115
+3,897
+1% +$426K 5.09% 10
2016
Q4 		$32.7M Sell
285,218
-1,634
-0.6% -$184K 5.28% 6
2016
Q3 		$31.4M Sell
286,852
-4,913
-2% -$537K 5.4% 4
2016
Q2 		$31.4M Sell
291,765
-4,152
-1% -$432K 5.88% 3
2016
Q1 		$31.2M Sell
295,917
-10,788
-4% -$1.05M 5.9% 3
2015
Q4 		$29.5M Buy
+306,705
New +$31.3M 4.93% 9

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

Darrell & King's UPS Position: Q1 2019 in Review

Darrell & King sold out of United Parcel Service (UPS) in Q1 2019, closing a stake of 280,105 shares — an estimated $27.3M sold.

Darrell & King first reported a position in UPS in Q4 2015 and held it in 13 quarters. The position peaked at $35.4M in Q3 2017. 1,506 funds tracked by Wall St. Rank hold UPS as of Q1 2019.

  • Darrell & King reported no remaining United Parcel Service position as of Q1 2019 after selling out during the quarter.
  • Darrell & King sold 280,105 United Parcel Service shares in Q1 2019, an estimated $27.3M.
  • Darrell & King first reported a position in United Parcel Service in Q4 2015 and held it in 13 quarters.
  • Darrell & King's United Parcel Service position peaked at $35.4M in Q3 2017.
  • 1,506 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2019.

Based on Darrell & King's 13F filing for Q1 2019, filed 10 May 2019.