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Edge Advisors’s United Parcel Service UPS Stock Holding History

Edge Advisors’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
Q2 		$197K Sell
1,859
-27,227
-94% -$3.06M 0.02% 315
2018
Q1 		$3.04M Sell
29,086
-38,692
-57% -$4.47M 0.29% 84
2017
Q4 		$8.07M Buy
67,778
+17,569
+35% +$2.06M 0.79% 27
2017
Q3 		$6.03M Buy
50,209
+4,284
+9% +$487K 0.66% 42
2017
Q2 		$5.08M Buy
45,925
+1,482
+3% +$158K 0.58% 46
2017
Q1 		$4.77M Sell
44,443
-12,047
-21% -$1.32M 0.58% 43
2016
Q4 		$6.48M Buy
+56,490
New +$6.37M 0.83% 24

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

Edge Advisors's UPS Position: Q2 2018 in Review

Edge Advisors reduced its United Parcel Service (UPS) stake by 94% in Q2 2018, selling an estimated $3.06M and leaving 1,859 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #315.

Edge Advisors first reported a position in UPS in Q4 2016 and has held it in 7 quarters since. The position peaked at $8.07M in Q4 2017. 1,435 funds tracked by Wall St. Rank hold UPS as of Q2 2018.

  • Edge Advisors held 1,859 shares of United Parcel Service worth $197K as of Q2 2018.
  • Edge Advisors sold 27,227 United Parcel Service shares in Q2 2018, an estimated $3.06M.
  • United Parcel Service made up 0.02% of Edge Advisors's portfolio in Q2 2018, its #315 holding.
  • Edge Advisors first reported a position in United Parcel Service in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's United Parcel Service position peaked at $8.07M in Q4 2017.
  • 1,435 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.