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Numeric Investors’s United Parcel Service UPS Stock Holding History

Numeric Investors’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
Q4 		$2.32M Buy
19,500
+7,000
+56% +$823K 0.02% 594
2017
Q3 		$1.5M Buy
+12,500
New +$1.42M 0.01% 663
2014
Q4 		– Sell
-4,700
Closed -$462K – 979
2014
Q3 		$462K Buy
+4,700
New +$467K 0.01% 613
2014
Q2 		– Sell
-4,600
Closed -$448K – 908
2014
Q1 		$448K Buy
+4,600
New +$448K 0.01% 613

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Numeric Investors's UPS Position: Q4 2017 in Review

Numeric Investors increased its United Parcel Service (UPS) stake by 56% in Q4 2017, buying an estimated $823K and bringing the position to 19,500 shares worth $2.32M. The position accounts for 0.02% of the portfolio, ranked #594.

Numeric Investors first reported a position in UPS in Q1 2014 and has held it in 4 quarters since. 1,429 funds tracked by Wall St. Rank hold UPS as of Q4 2017.

  • Numeric Investors held 19,500 shares of United Parcel Service worth $2.32M as of Q4 2017.
  • Numeric Investors bought 7,000 United Parcel Service shares in Q4 2017, an estimated $823K.
  • United Parcel Service made up 0.02% of Numeric Investors's portfolio in Q4 2017, its #594 holding.
  • Numeric Investors first reported a position in United Parcel Service in Q1 2014 and has held it in 4 quarters since.
  • 1,429 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.