IGIM
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I.G. Investment Management’s United Parcel Service UPS Stock Holding History

I.G. 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
2016
Q4 		– Sell
-321,819
Closed -$35.2M – 723
2016
Q3 		$35.2M Buy
321,819
+1,454
+0.5% +$159K 0.14% 110
2016
Q2 		$34.5M Buy
320,365
+4,848
+2% +$505K 0.14% 112
2016
Q1 		$33.3M Sell
315,517
-4,594
-1% -$446K 0.13% 102
2015
Q4 		$30.8M Buy
320,111
+1,145
+0.4% +$117K 0.13% 104
2015
Q3 		$31.5M Buy
318,966
+22,891
+8% +$2.26M 0.13% 101
2015
Q2 		$28.7M Buy
296,075
+6,686
+2% +$664K 0.11% 108
2015
Q1 		$28.1M Sell
289,389
-125,565
-30% -$12.9M 0.11% 117
2014
Q4 		$46.1M Buy
414,954
+31,823
+8% +$3.36M 0.17% 90
2014
Q3 		$37.7M Buy
383,131
+48,762
+15% +$4.85M 0.13% 102
2014
Q2 		$34.3M Buy
334,369
+102,855
+44% +$10.3M 0.12% 109
2014
Q1 		$22.5M Buy
231,514
+39,348
+20% +$3.84M 0.08% 143
2013
Q4 		$20.2M Buy
192,166
+17,867
+10% +$1.76M 0.07% 154
2013
Q3 		$15.9M Sell
174,299
-28,649
-14% -$2.52M 0.06% 177
2013
Q2 		$17.6M Buy
+202,948
New +$17.4M 0.07% 160

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

I.G. Investment Management's UPS Position: Q4 2016 in Review

I.G. Investment Management sold out of United Parcel Service (UPS) in Q4 2016, closing a stake of 321,819 shares — an estimated $35.2M sold.

I.G. Investment Management first reported a position in UPS in Q2 2013 and held it in 14 quarters. The position peaked at $46.1M in Q4 2014. 1,317 funds tracked by Wall St. Rank hold UPS as of Q4 2016.

  • I.G. Investment Management reported no remaining United Parcel Service position as of Q4 2016 after selling out during the quarter.
  • I.G. Investment Management sold 321,819 United Parcel Service shares in Q4 2016, an estimated $35.2M.
  • I.G. Investment Management first reported a position in United Parcel Service in Q2 2013 and held it in 14 quarters.
  • I.G. Investment Management's United Parcel Service position peaked at $46.1M in Q4 2014.
  • 1,317 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2016.

Based on I.G. Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.