EI
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Elkhorn Investments’s United Parcel Service UPS Stock Holding History

Elkhorn Investments’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
Q4 		$1.92M Buy
15,520
+3,982
+35% +$468K 1% 50
2017
Q3 		$1.39M Sell
11,538
-1,248
-10% -$142K 1.03% 40
2017
Q2 		$1.43M Sell
12,786
-226
-2% -$24.2K 1.11% 17
2017
Q1 		$1.4M Buy
+13,012
New +$1.42M 1.15% 11

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Elkhorn Investments's UPS Position: Q4 2017 in Review

Elkhorn Investments increased its United Parcel Service (UPS) stake by 35% in Q4 2017, buying an estimated $468K and bringing the position to 15,520 shares worth $1.92M. The position accounts for 1% of the portfolio, ranked #50.

Elkhorn Investments first reported a position in UPS in Q1 2017 and has held it in 4 quarters since. 1,429 funds tracked by Wall St. Rank hold UPS as of Q4 2017.

  • Elkhorn Investments held 15,520 shares of United Parcel Service worth $1.92M as of Q4 2017.
  • Elkhorn Investments bought 3,982 United Parcel Service shares in Q4 2017, an estimated $468K.
  • United Parcel Service made up 1% of Elkhorn Investments's portfolio in Q4 2017, its #50 holding.
  • Elkhorn Investments first reported a position in United Parcel Service in Q1 2017 and has held it in 4 quarters since.
  • 1,429 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.