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Lincluden Management’s United Parcel Service UPS Stock Holding History

Lincluden 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
2019
Q1 		– Sell
-16,920
Closed -$1.65M – 74
2018
Q4 		$1.65M Hold
16,920
– – 0.13% 61
2018
Q3 		$1.98M Hold
16,920
– – 0.16% 65
2018
Q2 		$1.8M Hold
16,920
– – 0.13% 67
2018
Q1 		$1.77M Hold
16,920
– – 0.14% 65
2017
Q4 		$2.02M Hold
16,920
– – 0.14% 62
2017
Q3 		$2.03M Buy
+16,920
New +$1.92M 0.16% 65

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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

Lincluden Management's UPS Position: Q1 2019 in Review

Lincluden Management sold out of United Parcel Service (UPS) in Q1 2019, closing a stake of 16,920 shares — an estimated $1.65M sold.

Lincluden Management first reported a position in UPS in Q3 2017 and held it in 6 quarters. The position peaked at $2.03M in Q3 2017. 1,506 funds tracked by Wall St. Rank hold UPS as of Q1 2019.

  • Lincluden Management reported no remaining United Parcel Service position as of Q1 2019 after selling out during the quarter.
  • Lincluden Management sold 16,920 United Parcel Service shares in Q1 2019, an estimated $1.65M.
  • Lincluden Management first reported a position in United Parcel Service in Q3 2017 and held it in 6 quarters.
  • Lincluden Management's United Parcel Service position peaked at $2.03M in Q3 2017.
  • 1,506 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2019.

Based on Lincluden Management's 13F filing for Q1 2019, filed 16 May 2019.