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IFC Holdings’s United Parcel Service UPS Stock Holding History

IFC Holdings’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
2018
Q1 		– Sell
-13,199
Closed -$1.57M – 385
2017
Q4 		$1.57M Sell
13,199
-461
-3% -$54.2K 0.11% 130
2017
Q3 		$1.63M Buy
13,660
+1,246
+10% +$142K 0.11% 131
2017
Q2 		$1.37M Buy
12,414
+7,503
+153% +$802K 0.1% 142
2017
Q1 		$526K Buy
4,911
+371
+8% +$40.5K 0.05% 251
2016
Q4 		$519K Buy
4,540
+106
+2% +$11.9K 0.05% 223
2016
Q3 		$485K Buy
4,434
+224
+5% +$24.5K 0.05% 228
2016
Q2 		$459K Sell
4,210
-315
-7% -$32.8K 0.05% 231
2016
Q1 		$472K Buy
4,525
+39
+0.9% +$3.79K 0.06% 216
2015
Q4 		$430K Buy
4,486
+418
+10% +$42.7K 0.06% 221
2015
Q3 		$403K Buy
4,068
+343
+9% +$33.9K 0.06% 213
2015
Q2 		$369K Sell
3,725
-4,155
-53% -$413K 0.05% 248
2015
Q1 		$762K Sell
7,880
-252
-3% -$25.9K 0.12% 148
2014
Q4 		$907K Sell
8,132
-190
-2% -$20K 0.15% 135
2014
Q3 		$825K Sell
8,322
-217
-3% -$21.6K 0.15% 131
2014
Q2 		$875K Sell
8,539
-230
-3% -$23.1K 0.16% 127
2014
Q1 		$855K Sell
8,769
-2,867
-25% -$279K 0.18% 120
2013
Q4 		$1.21M Buy
11,636
+2,574
+28% +$254K 0.26% 90
2013
Q3 		$825K Buy
9,062
+1,344
+17% +$118K 0.18% 137
2013
Q2 		$674K Buy
+7,718
New +$662K 0.16% 154

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

IFC Holdings's UPS Position: Q1 2018 in Review

IFC Holdings sold out of United Parcel Service (UPS) in Q1 2018, closing a stake of 13,199 shares — an estimated $1.57M sold.

IFC Holdings first reported a position in UPS in Q2 2013 and held it in 19 quarters. The position peaked at $1.63M in Q3 2017. 1,420 funds tracked by Wall St. Rank hold UPS as of Q1 2018.

  • IFC Holdings reported no remaining United Parcel Service position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 13,199 United Parcel Service shares in Q1 2018, an estimated $1.57M.
  • IFC Holdings first reported a position in United Parcel Service in Q2 2013 and held it in 19 quarters.
  • IFC Holdings's United Parcel Service position peaked at $1.63M in Q3 2017.
  • 1,420 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.