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Mariner Wealth Advisors (Cincinnati)’s United Parcel Service UPS Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 		$3.5M Sell
30,020
-185
-0.6% -$21.8K 0.19% 87
2018
Q2 		$3.21M Sell
30,205
-263
-0.9% -$29.5K 0.19% 83
2018
Q1 		$3.19M Buy
30,468
+21,842
+253% +$2.52M 0.2% 80
2017
Q4 		$1.03M Buy
8,626
+426
+5% +$50.1K 0.06% 126
2017
Q3 		$985K Sell
8,200
-1,222
-13% -$139K 0.06% 126
2017
Q2 		$1.04M Sell
9,422
-37,180
-80% -$3.97M 0.07% 123
2017
Q1 		$5M Buy
46,602
+1,877
+4% +$205K 0.36% 66
2016
Q4 		$5.13M Buy
44,725
+2,652
+6% +$299K 0.4% 65
2016
Q3 		$4.6M Buy
42,073
+3,882
+10% +$424K 0.39% 66
2016
Q2 		$4.11M Buy
38,191
+2,208
+6% +$230K 0.37% 68
2016
Q1 		$3.79M Buy
35,983
+1,014
+3% +$98.5K 0.37% 64
2015
Q4 		$3.37M Buy
+34,969
New +$3.57M 0.33% 65
2015
Q1 		$2.29M Buy
23,587
+7,650
+48% +$785K 0.32% 53
2014
Q4 		$1.77M Buy
15,937
+3,904
+32% +$412K 0.26% 54
2014
Q3 		$1.18M Buy
12,033
+3,235
+37% +$321K 0.19% 62
2014
Q2 		$903K Buy
8,798
+3,195
+57% +$321K 0.14% 69
2014
Q1 		$546K Buy
5,603
+1,058
+23% +$103K 0.09% 85
2013
Q4 		$478K Buy
4,545
+200
+5% +$19.7K 0.08% 94
2013
Q3 		$397K Buy
4,345
+835
+24% +$73.4K 0.07% 90
2013
Q2 		$304K Buy
+3,510
New +$301K 0.06% 97

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

Mariner Wealth Advisors (Cincinnati)'s UPS Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its United Parcel Service (UPS) stake by 0.61% in Q3 2018, selling an estimated $21.8K and leaving 30,020 shares worth $3.5M. The position accounts for 0.19% of the portfolio, ranked #87.

Mariner Wealth Advisors (Cincinnati) first reported a position in UPS in Q2 2013 and has held it in 20 quarters since. The position peaked at $5.13M in Q4 2016. 1,441 funds tracked by Wall St. Rank hold UPS as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 30,020 shares of United Parcel Service worth $3.5M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 185 United Parcel Service shares in Q3 2018, an estimated $21.8K.
  • United Parcel Service made up 0.19% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #87 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in United Parcel Service in Q2 2013 and has held it in 20 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s United Parcel Service position peaked at $5.13M in Q4 2016.
  • 1,441 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.