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Marcus Capital’s United Parcel Service UPS Stock Holding History

Marcus Capital’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 		$1.17M Buy
10,000
+500
+5% +$58.8K 3.4% 11
2018
Q2 		$1.01M Buy
9,500
+850
+10% +$95.5K 3.21% 10
2018
Q1 		$905K Buy
8,650
+900
+12% +$104K 3.33% 10
2017
Q4 		$923K Sell
7,750
-9,700
-56% -$1.14M 3.53% 8
2017
Q3 		$2.1M Sell
17,450
-9,875
-36% -$1.12M 2.98% 11
2017
Q2 		$3.02M Buy
27,325
+175
+0.6% +$18.7K 2.59% 16
2017
Q1 		$2.91M Buy
27,150
+6,900
+34% +$754K 2.72% 17
2016
Q4 		$2.32M Sell
20,250
-50
-0.2% -$5.63K 2.5% 18
2016
Q3 		$2.22M Buy
20,300
+75
+0.4% +$8.19K 2.13% 20
2016
Q2 		$2.18M Sell
20,225
-100
-0.5% -$10.4K 2.29% 19
2016
Q1 		$2.14M Buy
20,325
+75
+0.4% +$7.29K 2.36% 18
2015
Q4 		$1.95M Buy
+20,250
New +$2.07M 2.07% 23

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

Marcus Capital's UPS Position: Q3 2018 in Review

Marcus Capital increased its United Parcel Service (UPS) stake by 5.3% in Q3 2018, buying an estimated $58.8K and bringing the position to 10,000 shares worth $1.17M. The position accounts for 3.4% of the portfolio, ranked #11.

Marcus Capital first reported a position in UPS in Q4 2015 and has held it in 12 quarters since. The position peaked at $3.02M in Q2 2017. 1,441 funds tracked by Wall St. Rank hold UPS as of Q3 2018.

  • Marcus Capital held 10,000 shares of United Parcel Service worth $1.17M as of Q3 2018.
  • Marcus Capital bought 500 United Parcel Service shares in Q3 2018, an estimated $58.8K.
  • United Parcel Service made up 3.4% of Marcus Capital's portfolio in Q3 2018, its #11 holding.
  • Marcus Capital first reported a position in United Parcel Service in Q4 2015 and has held it in 12 quarters since.
  • Marcus Capital's United Parcel Service position peaked at $3.02M in Q2 2017.
  • 1,441 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2018.

Based on Marcus Capital's 13F filing for Q3 2018, filed 13 Nov 2018.