FourPoints Investment Managers’s United Parcel Service UPS Stock Holding History

FourPoints Investment Managers’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
2017 Q1	$1.95M	Sell	18,200 -5,300	-23%	-$579K	2.03%	25
2016 Q4	$2.69M	Hold	23,500	–	–	2.39%	14
2016 Q3	$2.57M	Sell	23,500 -5,000	-18%	-$546K	1.95%	19
2016 Q2	$3.07M	Sell	28,500 -6,200	-18%	-$645K	2.14%	15
2016 Q1	$3.66M	Sell	34,700 -22,300	-39%	-$2.17M	2.28%	10
2015 Q4	$5.49M	Sell	57,000 -3,400	-6%	-$347K	2.32%	17
2015 Q3	$5.96M	Sell	60,400 -38,700	-39%	-$3.82M	2.39%	17
2015 Q2	$9.6M	Sell	99,100 -12,300	-11%	-$1.22M	2.19%	24
2015 Q1	$10.8M	Sell	111,400 -45,300	-29%	-$4.65M	2.25%	24
2014 Q4	$17.4M	Sell	156,700 -46,600	-23%	-$4.92M	2.71%	16
2014 Q3	$20M	Buy	203,300 +67,531	+50%	+$6.71M	2.33%	23
2014 Q2	$13.9M	Buy	+135,769	New	+$13.6M	1.32%	38

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

FourPoints Investment Managers's UPS Position: Q1 2017 in Review

FourPoints Investment Managers reduced its United Parcel Service (UPS) stake by 23% in Q1 2017, selling an estimated $579K and leaving 18,200 shares worth $1.95M. The position accounts for 2.03% of the portfolio, ranked #25.

FourPoints Investment Managers first reported a position in UPS in Q2 2014 and has held it in 12 quarters since. The position peaked at $20M in Q3 2014. 1,285 funds tracked by Wall St. Rank hold UPS as of Q1 2017.

FourPoints Investment Managers held 18,200 shares of United Parcel Service worth $1.95M as of Q1 2017.
FourPoints Investment Managers sold 5,300 United Parcel Service shares in Q1 2017, an estimated $579K.
United Parcel Service made up 2.03% of FourPoints Investment Managers's portfolio in Q1 2017, its #25 holding.
FourPoints Investment Managers first reported a position in United Parcel Service in Q2 2014 and has held it in 12 quarters since.
FourPoints Investment Managers's United Parcel Service position peaked at $20M in Q3 2014.
1,285 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2017.

Based on FourPoints Investment Managers's 13F filing for Q1 2017, filed 15 May 2017.