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Hamilton Point Investment Advisors’s United Parcel Service UPS Stock Holding History

Hamilton Point Investment Advisors’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
Q1 		– Sell
-18,316
Closed -$1.79M – 73
2018
Q4 		$1.79M Buy
18,316
+496
+3% +$53.8K 0.91% 51
2018
Q3 		$2.08M Buy
17,820
+94
+0.5% +$11.1K 0.97% 47
2018
Q2 		$1.88M Buy
17,726
+11
+0.1% +$1.24K 0.93% 50
2018
Q1 		$1.85M Buy
17,715
+548
+3% +$63.3K 0.94% 49
2017
Q4 		$2.04M Buy
17,167
+833
+5% +$97.9K 1.07% 43
2017
Q3 		$1.96M Buy
16,334
+112
+0.7% +$12.7K 1.06% 41
2017
Q2 		$1.79M Sell
16,222
-45
-0.3% -$4.81K 1.01% 44
2017
Q1 		$1.75M Sell
16,267
-185
-1% -$20.2K 0.99% 48
2016
Q4 		$1.89M Buy
16,452
+209
+1% +$23.5K 1.17% 41
2016
Q3 		$1.78M Buy
16,243
+620
+4% +$67.7K 1.12% 50
2016
Q2 		$1.68M Buy
15,623
+680
+5% +$70.8K 1.1% 49
2016
Q1 		$1.58M Buy
14,943
+132
+0.9% +$12.8K 1.05% 52
2015
Q4 		$1.43M Buy
14,811
+1,441
+11% +$147K 0.99% 51
2015
Q3 		$1.32M Buy
13,370
+690
+5% +$68.1K 1.03% 46
2015
Q2 		$1.23M Buy
12,680
+265
+2% +$26.3K 1% 48
2015
Q1 		$1.2M Sell
12,415
-70
-0.6% -$7.18K 0.99% 49
2014
Q4 		$1.39M Buy
12,485
+340
+3% +$35.9K 1.19% 43
2014
Q3 		$1.19M Buy
12,145
+260
+2% +$25.8K 1.11% 45
2014
Q2 		$1.22M Hold
11,885
– – 1.13% 48
2014
Q1 		$1.16M Buy
11,885
+610
+5% +$59.5K 1.08% 48
2013
Q4 		$1.19M Buy
+11,275
New +$1.11M 1.18% 39

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
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

Hamilton Point Investment Advisors's UPS Position: Q1 2019 in Review

Hamilton Point Investment Advisors sold out of United Parcel Service (UPS) in Q1 2019, closing a stake of 18,316 shares — an estimated $1.79M sold.

Hamilton Point Investment Advisors first reported a position in UPS in Q4 2013 and held it in 21 quarters. The position peaked at $2.08M in Q3 2018. 1,506 funds tracked by Wall St. Rank hold UPS as of Q1 2019.

  • Hamilton Point Investment Advisors reported no remaining United Parcel Service position as of Q1 2019 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 18,316 United Parcel Service shares in Q1 2019, an estimated $1.79M.
  • Hamilton Point Investment Advisors first reported a position in United Parcel Service in Q4 2013 and held it in 21 quarters.
  • Hamilton Point Investment Advisors's United Parcel Service position peaked at $2.08M in Q3 2018.
  • 1,506 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2019.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2019, filed 3 May 2019.