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Foresters Investment Management’s United Parcel Service UPS Stock Holding History

Foresters Investment Management’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
-54,700
Closed -$6.11M – 334
2019
Q1 		$6.11M Sell
54,700
-8,300
-13% -$880K 0.11% 257
2018
Q4 		$6.14M Hold
63,000
– – 0.12% 245
2018
Q3 		$7.36M Buy
63,000
+18,300
+41% +$2.15M 0.12% 242
2018
Q2 		$4.75M Sell
44,700
-7,500
-14% -$842K 0.08% 279
2018
Q1 		$5.46M Sell
52,200
-6,782
-11% -$784K 0.09% 246
2017
Q4 		$7.03M Sell
58,982
-8,226
-12% -$967K 0.11% 219
2017
Q3 		$8.07M Buy
67,208
+6,010
+10% +$683K 0.13% 195
2017
Q2 		$6.77M Buy
61,198
+7,897
+15% +$844K 0.11% 210
2017
Q1 		$5.72M Buy
53,301
+1,401
+3% +$153K 0.1% 215
2016
Q4 		$6.02M Sell
51,900
-6,000
-10% -$676K 0.11% 216
2016
Q3 		$6.33M Buy
57,900
+5,900
+11% +$644K 0.12% 199
2016
Q2 		$5.6M Hold
52,000
– – 0.11% 203
2016
Q1 		$5.48M Hold
52,000
– – 0.11% 194
2015
Q4 		$5M Sell
52,000
-3,600
-6% -$368K 0.1% 203
2015
Q3 		$5.49M Buy
55,600
+5,900
+12% +$583K 0.12% 194
2015
Q2 		$4.82M Buy
49,700
+18,000
+57% +$1.79M 0.09% 216
2015
Q1 		$3.07M Hold
31,700
– – 0.06% 253
2014
Q4 		$3.52M Hold
31,700
– – 0.07% 238
2014
Q3 		$3.12M Hold
31,700
– – 0.07% 233
2014
Q2 		$3.25M Hold
31,700
– – 0.07% 238
2014
Q1 		$3.09M Hold
31,700
– – 0.07% 244
2013
Q4 		$3.33M Buy
31,700
+7,500
+31% +$739K 0.07% 229
2013
Q3 		$2.21M Sell
24,200
-10,000
-29% -$879K 0.05% 244
2013
Q2 		$2.96M Buy
+34,200
New +$2.93M 0.09% 184

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Foresters Investment Management's UPS Position: Q2 2019 in Review

Foresters Investment Management sold out of United Parcel Service (UPS) in Q2 2019, closing a stake of 54,700 shares — an estimated $6.11M sold.

Foresters Investment Management first reported a position in UPS in Q2 2013 and held it in 24 quarters. The position peaked at $8.07M in Q3 2017. 1,467 funds tracked by Wall St. Rank hold UPS as of Q2 2019.

  • Foresters Investment Management reported no remaining United Parcel Service position as of Q2 2019 after selling out during the quarter.
  • Foresters Investment Management sold 54,700 United Parcel Service shares in Q2 2019, an estimated $6.11M.
  • Foresters Investment Management first reported a position in United Parcel Service in Q2 2013 and held it in 24 quarters.
  • Foresters Investment Management's United Parcel Service position peaked at $8.07M in Q3 2017.
  • 1,467 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2019.

Based on Foresters Investment Management's 13F filing for Q2 2019, filed 12 Aug 2019.