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Palo Capital’s United Parcel Service UPS Stock Holding History

Palo 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 		$4.88M Buy
50,019
+17,675
+55% +$1.92M 2.07% 6
2018
Q3 		$3.78M Buy
32,344
+538
+2% +$63.3K 1.36% 24
2018
Q2 		$3.38M Sell
31,806
-30
-0.1% -$3.37K 1.23% 26
2018
Q1 		$3.33M Buy
31,836
+1,384
+5% +$160K 1.21% 27
2017
Q4 		$3.63M Buy
30,452
+2,434
+9% +$286K 1.62% 19
2017
Q3 		$3.37M Buy
28,018
+717
+3% +$81.5K 1.78% 12
2017
Q2 		$3.02M Sell
27,301
-11
-0% -$1.18K 1.71% 13
2017
Q1 		$2.93M Sell
27,312
-237
-0.9% -$25.9K 1.73% 13
2016
Q4 		$3.16M Buy
27,549
+918
+3% +$103K 1.99% 5
2016
Q3 		$2.91M Sell
26,631
-475
-2% -$51.9K 2.02% 6
2016
Q2 		$2.92M Buy
27,106
+13,416
+98% +$1.4M 1% 35
2016
Q1 		$1.44M Hold
13,690
– – 1.14% 21
2015
Q4 		$1.32M Hold
13,690
– – 1.19% 25
2015
Q3 		$1.35M Hold
13,690
– – 1.18% 23
2015
Q2 		$1.33M Hold
13,690
– – 1.04% 35
2015
Q1 		$1.33M Sell
13,690
-140
-1% -$14.4K 1.08% 33
2014
Q4 		$1.54M Buy
+13,830
New +$1.46M 1.29% 23

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

Palo Capital's UPS Position: Q4 2018 in Review

Palo Capital increased its United Parcel Service (UPS) stake by 55% in Q4 2018, buying an estimated $1.92M and bringing the position to 50,019 shares worth $4.88M. The position accounts for 2.07% of the portfolio, ranked #6.

Palo Capital first reported a position in UPS in Q4 2014 and has held it in 17 quarters since. 1,431 funds tracked by Wall St. Rank hold UPS as of Q4 2018.

  • Palo Capital held 50,019 shares of United Parcel Service worth $4.88M as of Q4 2018.
  • Palo Capital bought 17,675 United Parcel Service shares in Q4 2018, an estimated $1.92M.
  • United Parcel Service made up 2.07% of Palo Capital's portfolio in Q4 2018, its #6 holding.
  • Palo Capital first reported a position in United Parcel Service in Q4 2014 and has held it in 17 quarters since.
  • 1,431 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.