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Mountain Pacific Investment Advisers’s United Parcel Service UPS Stock Holding History

Mountain Pacific Investment Advisers’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
2020
Q1 		– Sell
-11,150
Closed -$1.3M – 130
2019
Q4 		$1.3M Sell
11,150
-1,200
-10% -$142K 0.11% 69
2019
Q3 		$1.48M Sell
12,350
-3,850
-24% -$440K 0.13% 65
2019
Q2 		$1.67M Sell
16,200
-450
-3% -$46.8K 0.15% 57
2019
Q1 		$1.86M Sell
16,650
-200
-1% -$21.2K 0.18% 55
2018
Q4 		$1.64M Sell
16,850
-200
-1% -$21.7K 0.18% 54
2018
Q3 		$1.99M Sell
17,050
-1,700
-9% -$200K 0.19% 55
2018
Q2 		$1.99M Sell
18,750
-100
-0.5% -$11.2K 0.2% 51
2018
Q1 		$1.97M Sell
18,850
-350
-2% -$40.5K 0.2% 51
2017
Q4 		$2.29M Sell
19,200
-550
-3% -$64.6K 0.24% 47
2017
Q3 		$2.37M Hold
19,750
– – 0.26% 47
2017
Q2 		$2.18M Sell
19,750
-1,200
-6% -$128K 0.24% 49
2017
Q1 		$2.25M Sell
20,950
-15,045
-42% -$1.64M 0.26% 48
2016
Q4 		$4.13M Sell
35,995
-200
-0.6% -$22.5K 0.44% 47
2016
Q3 		$3.96M Sell
36,195
-680
-2% -$74.3K 0.44% 46
2016
Q2 		$3.97M Sell
36,875
-1,325
-3% -$138K 0.46% 46
2016
Q1 		$4.03M Buy
38,200
+50
+0.1% +$4.86K 0.47% 47
2015
Q4 		$3.67M Sell
38,150
-900
-2% -$91.9K 0.45% 47
2015
Q3 		$3.85M Sell
39,050
-550
-1% -$54.3K 0.48% 47
2015
Q2 		$3.84M Buy
39,600
+900
+2% +$89.4K 0.44% 47
2015
Q1 		$3.75M Buy
38,700
+450
+1% +$46.2K 0.44% 48
2014
Q4 		$4.25M Sell
38,250
-500
-1% -$52.8K 0.52% 43
2014
Q3 		$3.81M Buy
38,750
+300
+0.8% +$29.8K 0.49% 45
2014
Q2 		$3.95M Buy
38,450
+600
+2% +$60.3K 0.47% 46
2014
Q1 		$3.69M Buy
37,850
+4,641
+14% +$452K 0.45% 46
2013
Q4 		$3.49M Sell
33,209
-200
-0.6% -$19.7K 0.44% 48
2013
Q3 		$3.05M Buy
33,409
+1,850
+6% +$163K 0.42% 49
2013
Q2 		$2.73M Buy
+31,559
New +$2.71M 0.41% 49

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mountain Pacific Investment Advisers's UPS Position: Q1 2020 in Review

Mountain Pacific Investment Advisers sold out of United Parcel Service (UPS) in Q1 2020, closing a stake of 11,150 shares — an estimated $1.3M sold.

Mountain Pacific Investment Advisers first reported a position in UPS in Q2 2013 and held it in 27 quarters. The position peaked at $4.25M in Q4 2014. 1,601 funds tracked by Wall St. Rank hold UPS as of Q1 2020.

  • Mountain Pacific Investment Advisers reported no remaining United Parcel Service position as of Q1 2020 after selling out during the quarter.
  • Mountain Pacific Investment Advisers sold 11,150 United Parcel Service shares in Q1 2020, an estimated $1.3M.
  • Mountain Pacific Investment Advisers first reported a position in United Parcel Service in Q2 2013 and held it in 27 quarters.
  • Mountain Pacific Investment Advisers's United Parcel Service position peaked at $4.25M in Q4 2014.
  • 1,601 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2020.

Based on Mountain Pacific Investment Advisers's 13F filing for Q1 2020, filed 8 Apr 2020.