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Empire Life Investments’s United Parcel Service UPS Stock Holding History

Empire Life 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
2018
Q4 		– Sell
-78,040
Closed -$9.11M – 104
2018
Q3 		$9.11M Sell
78,040
-42,449
-35% -$5M 0.69% 47
2018
Q2 		$12.8M Buy
120,489
+584
+0.5% +$65.6K 0.92% 41
2018
Q1 		$12.5M Buy
+119,905
New +$13.9M 0.89% 42

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

Empire Life Investments's UPS Position: Q4 2018 in Review

Empire Life Investments sold out of United Parcel Service (UPS) in Q4 2018, closing a stake of 78,040 shares — an estimated $9.11M sold.

Empire Life Investments first reported a position in UPS in Q1 2018 and held it in 3 quarters. The position peaked at $12.8M in Q2 2018. 1,432 funds tracked by Wall St. Rank hold UPS as of Q4 2018.

  • Empire Life Investments reported no remaining United Parcel Service position as of Q4 2018 after selling out during the quarter.
  • Empire Life Investments sold 78,040 United Parcel Service shares in Q4 2018, an estimated $9.11M.
  • Empire Life Investments first reported a position in United Parcel Service in Q1 2018 and held it in 3 quarters.
  • Empire Life Investments's United Parcel Service position peaked at $12.8M in Q2 2018.
  • 1,432 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2018.

Based on Empire Life Investments's 13F filing for Q4 2018, filed 4 Feb 2019.