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

Hutchens 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
2017
Q4 		$487K Sell
4,095
-91
-2% -$10.7K 0.46% 52
2017
Q3 		$502K Sell
4,186
-809
-16% -$92K 0.46% 55
2017
Q2 		$552K Sell
4,995
-8
-0.2% -$855 0.48% 56
2017
Q1 		$536K Buy
+5,003
New +$547K 0.48% 57
2015
Q1 		– Sell
-10,000
Closed -$1.11M – 160
2014
Q4 		$1.11M Buy
+10,000
New +$1.06M 1.01% 51

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Hutchens Investment Management's UPS Position: Q4 2017 in Review

Hutchens Investment Management reduced its United Parcel Service (UPS) stake by 2.2% in Q4 2017, selling an estimated $10.7K and leaving 4,095 shares worth $487K. The position accounts for 0.46% of the portfolio, ranked #52.

Hutchens Investment Management first reported a position in UPS in Q4 2014 and has held it in 5 quarters since. The position peaked at $1.11M in Q4 2014. 1,430 funds tracked by Wall St. Rank hold UPS as of Q4 2017.

  • Hutchens Investment Management held 4,095 shares of United Parcel Service worth $487K as of Q4 2017.
  • Hutchens Investment Management sold 91 United Parcel Service shares in Q4 2017, an estimated $10.7K.
  • United Parcel Service made up 0.46% of Hutchens Investment Management's portfolio in Q4 2017, its #52 holding.
  • Hutchens Investment Management first reported a position in United Parcel Service in Q4 2014 and has held it in 5 quarters since.
  • Hutchens Investment Management's United Parcel Service position peaked at $1.11M in Q4 2014.
  • 1,430 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2017.

Based on Hutchens Investment Management's 13F filing for Q4 2017, filed 10 Jan 2018.