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FDO Partners’s United Parcel Service UPS Stock Holding History

FDO Partners’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
Q1 		– Sell
-3,442
Closed -$410K – 123
2017
Q4 		$410K Buy
+3,442
New +$405K 0.35% 119
2017
Q2 		– Sell
-24,328
Closed -$2.61M – 300
2017
Q1 		$2.61M Buy
+24,328
New +$2.66M 0.65% 57
2016
Q2 		– Sell
-5,023
Closed -$530K – 283
2016
Q1 		$530K Sell
5,023
-3,613
-42% -$351K 0.34% 112
2015
Q4 		$831K Buy
+8,636
New +$882K 0.47% 91

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FDO Partners's UPS Position: Q1 2018 in Review

FDO Partners sold out of United Parcel Service (UPS) in Q1 2018, closing a stake of 3,442 shares — an estimated $410K sold.

FDO Partners first reported a position in UPS in Q4 2015 and held it in 4 quarters. The position peaked at $2.61M in Q1 2017. 1,419 funds tracked by Wall St. Rank hold UPS as of Q1 2018.

  • FDO Partners reported no remaining United Parcel Service position as of Q1 2018 after selling out during the quarter.
  • FDO Partners sold 3,442 United Parcel Service shares in Q1 2018, an estimated $410K.
  • FDO Partners first reported a position in United Parcel Service in Q4 2015 and held it in 4 quarters.
  • FDO Partners's United Parcel Service position peaked at $2.61M in Q1 2017.
  • 1,419 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2018.

Based on FDO Partners's 13F filing for Q1 2018, filed 14 May 2018.