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Opera Trading Capital’s United Parcel Service UPS Stock Holding History

Opera Trading Capital’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 		$429K Sell
4,400
-200
-4% -$21.7K 0.1% 61
2018
Q3 		$537K Sell
4,600
-2,400
-34% -$282K 0.1% 77
2018
Q2 		$744K Buy
7,000
+1,200
+21% +$135K 0.12% 79
2018
Q1 		$607 Buy
+5,800
New +$670K 0.05% 89

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

Opera Trading Capital's UPS Position: Q4 2018 in Review

Opera Trading Capital reduced its United Parcel Service (UPS) stake by 4.3% in Q4 2018, selling an estimated $21.7K and leaving 4,400 shares worth $429K. The position accounts for 0.1% of the portfolio, ranked #61.

Opera Trading Capital first reported a position in UPS in Q1 2018 and has held it in 4 quarters since. The position peaked at $744K in Q2 2018. 1,431 funds tracked by Wall St. Rank hold UPS as of Q4 2018.

  • Opera Trading Capital held 4,400 shares of United Parcel Service worth $429K as of Q4 2018.
  • Opera Trading Capital sold 200 United Parcel Service shares in Q4 2018, an estimated $21.7K.
  • United Parcel Service made up 0.1% of Opera Trading Capital's portfolio in Q4 2018, its #61 holding.
  • Opera Trading Capital first reported a position in United Parcel Service in Q1 2018 and has held it in 4 quarters since.
  • Opera Trading Capital's United Parcel Service position peaked at $744K in Q2 2018.
  • 1,431 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2018.

Based on Opera Trading Capital's 13F filing for Q4 2018, filed 22 Jan 2019.