KA
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Kaizen Advisory’s United Parcel Service UPS Stock Holding History

Kaizen Advisory’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
Q4 		$183K Buy
1,873
+137
+8% +$14.9K 0.13% 167
2018
Q3 		$203K Hold
1,736
– – 0.11% 162
2018
Q2 		$184K Buy
1,736
+1,083
+166% +$122K 0.09% 166
2018
Q1 		$68K Hold
653
– – 0.07% 160
2017
Q4 		$78K Buy
+653
New +$76.7K 0.05% 157

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Kaizen Advisory's UPS Position: Q4 2018 in Review

Kaizen Advisory increased its United Parcel Service (UPS) stake by 7.9% in Q4 2018, buying an estimated $14.9K and bringing the position to 1,873 shares worth $183K. The position accounts for 0.13% of the portfolio, ranked #167.

Kaizen Advisory first reported a position in UPS in Q4 2017 and has held it in 5 quarters since. The position peaked at $203K in Q3 2018. 1,431 funds tracked by Wall St. Rank hold UPS as of Q4 2018.

  • Kaizen Advisory held 1,873 shares of United Parcel Service worth $183K as of Q4 2018.
  • Kaizen Advisory bought 137 United Parcel Service shares in Q4 2018, an estimated $14.9K.
  • United Parcel Service made up 0.13% of Kaizen Advisory's portfolio in Q4 2018, its #167 holding.
  • Kaizen Advisory first reported a position in United Parcel Service in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's United Parcel Service position peaked at $203K in Q3 2018.
  • 1,431 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.