FG
UPS icon

Formula Growth’s United Parcel Service UPS Stock Holding History

Formula Growth’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
Q2 		– Sell
-120,000
Closed -$12.6M – 156
2018
Q1 		$12.6M Buy
+120,000
New +$13.9M 1.49% 20

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Formula Growth's UPS Position: Q2 2018 in Review

Formula Growth sold out of United Parcel Service (UPS) in Q2 2018, closing a stake of 120,000 shares — an estimated $12.6M sold.

Formula Growth first reported a position in UPS in Q1 2018 and held it in 1 quarter. The position peaked at $12.6M in Q1 2018. 1,436 funds tracked by Wall St. Rank hold UPS as of Q2 2018.

  • Formula Growth reported no remaining United Parcel Service position as of Q2 2018 after selling out during the quarter.
  • Formula Growth sold 120,000 United Parcel Service shares in Q2 2018, an estimated $12.6M.
  • Formula Growth first reported a position in United Parcel Service in Q1 2018 and held it in 1 quarter.
  • Formula Growth's United Parcel Service position peaked at $12.6M in Q1 2018.
  • 1,436 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2018.

Based on Formula Growth's 13F filing for Q2 2018, filed 13 Aug 2018.