Ferris Capital’s United Parcel Service UPS Stock Holding History

Ferris Capital’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 Q2	–	Sell	-480	Closed	-$54K	–	588
2019 Q1	$54K	Hold	480	–	–	0.02%	264
2018 Q4	$47K	Sell	480 -13	-3%	-$1.41K	0.02%	262
2018 Q3	$58K	Sell	493 -77	-14%	-$9.06K	0.02%	247
2018 Q2	$61K	Sell	570 -23	-4%	-$2.58K	0.03%	240
2018 Q1	$62K	Buy	+593	New	+$68.5K	0.03%	263
2017 Q3	–	Sell	-630	Closed	-$70K	–	545
2017 Q2	$70K	Buy	+630	New	+$67.3K	0.03%	220

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Ferris Capital's UPS Position: Q2 2019 in Review

Ferris Capital sold out of United Parcel Service (UPS) in Q2 2019, closing a stake of 480 shares — an estimated $54K sold.

Ferris Capital first reported a position in UPS in Q2 2017 and held it in 6 quarters. The position peaked at $70K in Q2 2017. 1,467 funds tracked by Wall St. Rank hold UPS as of Q2 2019.

Ferris Capital reported no remaining United Parcel Service position as of Q2 2019 after selling out during the quarter.
Ferris Capital sold 480 United Parcel Service shares in Q2 2019, an estimated $54K.
Ferris Capital first reported a position in United Parcel Service in Q2 2017 and held it in 6 quarters.
Ferris Capital's United Parcel Service position peaked at $70K in Q2 2017.
1,467 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.