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Omnia Family Wealth’s United Parcel Service UPS Stock Holding History

Omnia Family Wealth’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
Q4 		– Sell
-31
Closed -$4K – 605
2018
Q3 		$4K Hold
31
– – ﹤0.01% 343
2018
Q2 		$3K Sell
31
-107
-78% -$12K ﹤0.01% 377
2018
Q1 		$14K Sell
138
-255
-65% -$29.5K 0.01% 232
2017
Q4 		$47K Buy
393
+255
+185% +$30K 0.02% 158
2017
Q3 		$17K Sell
138
-53
-28% -$6.03K 0.01% 221
2017
Q2 		$21K Buy
191
+51
+36% +$5.45K 0.01% 216
2017
Q1 		$15K Sell
140
-97
-41% -$10.6K 0.01% 241
2016
Q4 		$27K Buy
+237
New +$26.7K 0.01% 203

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

Omnia Family Wealth's UPS Position: Q4 2018 in Review

Omnia Family Wealth sold out of United Parcel Service (UPS) in Q4 2018, closing a stake of 31 shares — an estimated $4K sold.

Omnia Family Wealth first reported a position in UPS in Q4 2016 and held it in 8 quarters. The position peaked at $47K in Q4 2017. 1,431 funds tracked by Wall St. Rank hold UPS as of Q4 2018.

  • Omnia Family Wealth reported no remaining United Parcel Service position as of Q4 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 31 United Parcel Service shares in Q4 2018, an estimated $4K.
  • Omnia Family Wealth first reported a position in United Parcel Service in Q4 2016 and held it in 8 quarters.
  • Omnia Family Wealth's United Parcel Service position peaked at $47K in Q4 2017.
  • 1,431 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.