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Martin Currie’s United Parcel Service UPS Stock Holding History

Martin Currie’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
2017
Q3 		– Sell
-65,700
Closed -$7.27M – 102
2017
Q2 		$7.27M Sell
65,700
-47,250
-42% -$5.05M 0.58% 52
2017
Q1 		$12.1M Sell
112,950
-88,900
-44% -$9.71M 1% 34
2016
Q4 		$23.1M Sell
201,850
-34,300
-15% -$3.86M 2.17% 9
2016
Q3 		$25.8M Sell
236,150
-1,200
-0.5% -$131K 2.34% 7
2016
Q2 		$25.6M Sell
237,350
-16,200
-6% -$1.69M 2.47% 10
2016
Q1 		$26.7M Sell
253,550
-2,300
-0.9% -$224K 2.55% 8
2015
Q4 		$24.6M Sell
255,850
-5,800
-2% -$592K 2.49% 8
2015
Q3 		$25.8M Buy
261,650
+91,650
+54% +$9.05M 2.67% 8
2015
Q2 		$16.5M Buy
+170,000
New +$16.9M 1.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Martin Currie's UPS Position: Q3 2017 in Review

Martin Currie sold out of United Parcel Service (UPS) in Q3 2017, closing a stake of 65,700 shares — an estimated $7.27M sold.

Martin Currie first reported a position in UPS in Q2 2015 and held it in 9 quarters. The position peaked at $26.7M in Q1 2016. 1,301 funds tracked by Wall St. Rank hold UPS as of Q3 2017.

  • Martin Currie reported no remaining United Parcel Service position as of Q3 2017 after selling out during the quarter.
  • Martin Currie sold 65,700 United Parcel Service shares in Q3 2017, an estimated $7.27M.
  • Martin Currie first reported a position in United Parcel Service in Q2 2015 and held it in 9 quarters.
  • Martin Currie's United Parcel Service position peaked at $26.7M in Q1 2016.
  • 1,301 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2017.

Based on Martin Currie's 13F filing for Q3 2017, filed 14 Nov 2017.