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Old Mutual Customised Solutions’s United Parcel Service UPS Stock Holding History

Old Mutual Customised Solutions’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
2018
Q2 		$4.41M Buy
41,490
+1,100
+3% +$124K 0.44% 51
2018
Q1 		$4.23M Buy
40,390
+1,600
+4% +$185K 0.43% 49
2017
Q4 		$4.62M Buy
38,790
+12,600
+48% +$1.48M 0.47% 45
2017
Q3 		$3.15M Buy
26,190
+1,200
+5% +$136K 0.43% 55
2017
Q2 		$2.76M Hold
24,990
– – 0.41% 59
2017
Q1 		$2.68M Buy
24,990
+5,290
+27% +$578K 0.41% 55
2016
Q4 		$2.26M Buy
19,700
+5,700
+41% +$642K 0.41% 51
2016
Q3 		$1.53M Sell
14,000
-1,600
-10% -$175K 0.44% 44
2016
Q2 		$1.68M Hold
15,600
– – 0.42% 48
2016
Q1 		$1.65M Sell
15,600
-1,900
-11% -$185K 0.43% 50
2015
Q4 		$1.68M Hold
17,500
– – 0.43% 48
2015
Q3 		$1.73M Buy
17,500
+1,600
+10% +$158K 0.47% 45
2015
Q2 		$1.54M Buy
15,900
+800
+5% +$79.5K 0.36% 57
2015
Q1 		$1.46M Buy
15,100
+6,600
+78% +$677K 0.35% 58
2014
Q4 		$945K Buy
8,500
+1,300
+18% +$137K 0.27% 84
2014
Q3 		$708K Sell
7,200
-1,600
-18% -$159K 0.2% 108
2014
Q2 		$903K Sell
8,800
-700
-7% -$70.3K 0.22% 96
2014
Q1 		$925K Hold
9,500
– – 0.23% 86
2013
Q4 		$998K Hold
9,500
– – 0.26% 80
2013
Q3 		$868K Buy
9,500
+500
+6% +$43.9K 0.25% 82
2013
Q2 		$778K Buy
+9,000
New +$772K 0.23% 80

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Old Mutual Customised Solutions's UPS Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its United Parcel Service (UPS) stake by 2.7% in Q2 2018, buying an estimated $124K and bringing the position to 41,490 shares worth $4.41M. The position accounts for 0.44% of the portfolio, ranked #51.

Old Mutual Customised Solutions first reported a position in UPS in Q2 2013 and has held it in 21 quarters since. The position peaked at $4.62M in Q4 2017. 1,435 funds tracked by Wall St. Rank hold UPS as of Q2 2018.

  • Old Mutual Customised Solutions held 41,490 shares of United Parcel Service worth $4.41M as of Q2 2018.
  • Old Mutual Customised Solutions bought 1,100 United Parcel Service shares in Q2 2018, an estimated $124K.
  • United Parcel Service made up 0.44% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #51 holding.
  • Old Mutual Customised Solutions first reported a position in United Parcel Service in Q2 2013 and has held it in 21 quarters since.
  • Old Mutual Customised Solutions's United Parcel Service position peaked at $4.62M in Q4 2017.
  • 1,435 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.