Mesirow Financial Investment Management - Fixed Income’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,020
| Closed | -$689K | – | 239 |
|
|
2016
Q4 | $689K | Hold |
6,020
| – | – | 0.04% | 133 |
|
|
2016
Q3 | $659K | Sell |
6,020
-1,395
| -19% | -$153K | 0.04% | 137 |
|
|
2016
Q2 | $799K | Buy |
+7,415
| New | +$799K | 0.05% | 141 |
|
|
2014
Q3 | – | Sell |
-8,071
| Closed | -$829K | – | 182 |
|
|
2014
Q2 | $829K | Sell |
8,071
-9,745
| -55% | -$1M | 0.2% | 131 |
|
|
2014
Q1 | $1.74M | Buy |
+17,816
| New | +$1.74M | 0.42% | 94 |
|
|
2013
Q3 | – | Sell |
-5,260
| Closed | -$455K | – | 193 |
|
|
2013
Q2 | $455K | Buy |
+5,260
| New | +$455K | 0.14% | 142 |
|