Lehman Financial Resources’s United Parcel Service UPS Stock Holding History

Lehman Financial Resources’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 Q3	$3.66M	Buy	31,386 +401	+1%	+$47.2K	1.72%	15
2018 Q2	$3.29M	Sell	30,985 -398	-1%	-$44.7K	1.66%	14
2018 Q1	$3.28M	Sell	31,383 -447	-1%	-$51.7K	1.68%	14
2017 Q4	$3.79M	Sell	31,830 -748	-2%	-$87.9K	1.97%	14
2017 Q3	$3.91M	Buy	32,578 +1,208	+4%	+$137K	1.99%	16
2017 Q2	$3.44M	Buy	31,370 +320	+1%	+$34.2K	1.94%	18
2017 Q1	$3.33M	Buy	+31,050	New	+$3.39M	1.84%	19
2015 Q4	–	Sell	-350	Closed	-$34K	–	331
2015 Q3	$34K	Hold	350	–	–	0.02%	189
2015 Q2	$33K	Hold	350	–	–	0.02%	201
2015 Q1	$34K	Buy	350 +100	+40%	+$10.3K	0.02%	194
2014 Q4	$28K	Sell	250 -100	-29%	-$10.6K	0.01%	197
2014 Q3	$34K	Hold	350	–	–	0.02%	186
2014 Q2	$36K	Hold	350	–	–	0.02%	172
2014 Q1	$34K	Hold	350	–	–	0.02%	168
2013 Q4	$37K	Hold	350	–	–	0.02%	153
2013 Q3	$32K	Sell	350 -50	-13%	-$4.39K	0.02%	155
2013 Q2	$35K	Buy	+400	New	+$34.3K	0.02%	124

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lehman Financial Resources's UPS Position: Q3 2018 in Review

Lehman Financial Resources increased its United Parcel Service (UPS) stake by 1.3% in Q3 2018, buying an estimated $47.2K and bringing the position to 31,386 shares worth $3.66M. The position accounts for 1.72% of the portfolio, ranked #15.

Lehman Financial Resources first reported a position in UPS in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.91M in Q3 2017. 1,441 funds tracked by Wall St. Rank hold UPS as of Q3 2018.

Lehman Financial Resources held 31,386 shares of United Parcel Service worth $3.66M as of Q3 2018.
Lehman Financial Resources bought 401 United Parcel Service shares in Q3 2018, an estimated $47.2K.
United Parcel Service made up 1.72% of Lehman Financial Resources's portfolio in Q3 2018, its #15 holding.
Lehman Financial Resources first reported a position in United Parcel Service in Q2 2013 and has held it in 17 quarters since.
Lehman Financial Resources's United Parcel Service position peaked at $3.91M in Q3 2017.
1,441 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.