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UPS icon

Neuburgh Advisers’s United Parcel Service UPS Stock Holding History

Neuburgh 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
2019
Q3 		$4.06M Sell
33,898
-6,018
-15% -$688K 0.13% 140
2019
Q2 		$4.12M Buy
39,916
+2,924
+8% +$304K 0.13% 142
2019
Q1 		$4.13M Buy
36,992
+4,148
+13% +$440K 0.14% 137
2018
Q4 		$3.2M Buy
32,844
+1,360
+4% +$147K 0.13% 149
2018
Q3 		$3.68M Sell
31,484
-1,088
-3% -$128K 0.12% 159
2018
Q2 		$3.46M Buy
32,572
+7,616
+31% +$855K 0.12% 161
2018
Q1 		$2.61M Buy
24,956
+9,520
+62% +$1.1M 0.09% 179
2017
Q4 		$1.84M Buy
15,436
+2,482
+19% +$292K 0.07% 202
2017
Q3 		$1.55M Sell
12,954
-1,632
-11% -$186K 0.06% 216
2017
Q2 		$1.61M Buy
14,586
+136
+0.9% +$14.5K 0.06% 207
2017
Q1 		$1.55M Buy
14,450
+3,740
+35% +$409K 0.06% 213
2016
Q4 		$1.23M Buy
+10,710
New +$1.21M 0.06% 213

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Neuburgh Advisers's UPS Position: Q3 2019 in Review

Neuburgh Advisers reduced its United Parcel Service (UPS) stake by 15% in Q3 2019, selling an estimated $688K and leaving 33,898 shares worth $4.06M. The position accounts for 0.13% of the portfolio, ranked #140.

Neuburgh Advisers first reported a position in UPS in Q4 2016 and has held it in 12 quarters since. The position peaked at $4.13M in Q1 2019. 1,487 funds tracked by Wall St. Rank hold UPS as of Q3 2019.

  • Neuburgh Advisers held 33,898 shares of United Parcel Service worth $4.06M as of Q3 2019.
  • Neuburgh Advisers sold 6,018 United Parcel Service shares in Q3 2019, an estimated $688K.
  • United Parcel Service made up 0.13% of Neuburgh Advisers's portfolio in Q3 2019, its #140 holding.
  • Neuburgh Advisers first reported a position in United Parcel Service in Q4 2016 and has held it in 12 quarters since.
  • Neuburgh Advisers's United Parcel Service position peaked at $4.13M in Q1 2019.
  • 1,487 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.