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Gargoyle Investment Advisor’s United Parcel Service UPS Stock Holding History

Gargoyle Investment Advisor’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 		– Sell
-22,314
Closed -$2.56M – 218
2016
Q4 		$2.56M Buy
22,314
+8,076
+57% +$910K 1% 43
2016
Q3 		$1.56M Hold
14,238
– – 0.59% 76
2016
Q2 		$1.53M Hold
14,238
– – 0.57% 78
2016
Q1 		$1.5M Buy
+14,238
New +$1.38M 0.51% 88

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Gargoyle Investment Advisor's UPS Position: Q1 2017 in Review

Gargoyle Investment Advisor sold out of United Parcel Service (UPS) in Q1 2017, closing a stake of 22,314 shares — an estimated $2.56M sold.

Gargoyle Investment Advisor first reported a position in UPS in Q1 2016 and held it in 4 quarters. The position peaked at $2.56M in Q4 2016. 1,285 funds tracked by Wall St. Rank hold UPS as of Q1 2017.

  • Gargoyle Investment Advisor reported no remaining United Parcel Service position as of Q1 2017 after selling out during the quarter.
  • Gargoyle Investment Advisor sold 22,314 United Parcel Service shares in Q1 2017, an estimated $2.56M.
  • Gargoyle Investment Advisor first reported a position in United Parcel Service in Q1 2016 and held it in 4 quarters.
  • Gargoyle Investment Advisor's United Parcel Service position peaked at $2.56M in Q4 2016.
  • 1,285 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2017.

Based on Gargoyle Investment Advisor's 13F filing for Q1 2017, filed 3 May 2017.