LAM
Lebenthal Asset Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.35M | Buy |
12,578
+4,285
| +52% | +$460K | 0.17% | 180 |
|
|
2016
Q4 | $951K | Buy |
8,293
+1,135
| +16% | +$130K | 0.12% | 206 |
|
|
2016
Q3 | $783K | Sell |
7,158
-1,019
| -12% | -$111K | 0.1% | 222 |
|
|
2016
Q2 | $881K | Buy |
8,177
+4,334
| +113% | +$467K | 0.11% | 208 |
|
|
2016
Q1 | $405K | Buy |
+3,843
| New | +$405K | 0.16% | 70 |
|