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Patriot Wealth Management’s United Parcel Service UPS Stock Holding History

Patriot Wealth Management’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 		$7.22M Sell
74,034
-1,797
-2% -$195K 1.06% 39
2018
Q3 		$8.85M Buy
75,831
+1,566
+2% +$184K 1.12% 35
2018
Q2 		$7.89M Buy
74,265
+1,898
+3% +$213K 1.08% 36
2018
Q1 		$7.57M Buy
72,367
+1,675
+2% +$194K 1.08% 31
2017
Q4 		$8.42M Buy
70,692
+551
+0.8% +$64.8K 1.19% 26
2017
Q3 		$8.42M Buy
70,141
+391
+0.6% +$44.5K 1.37% 21
2017
Q2 		$7.71M Buy
69,750
+2,404
+4% +$257K 1.29% 22
2017
Q1 		$7.23M Buy
67,346
+1,997
+3% +$218K 1.16% 31
2016
Q4 		$7.49M Sell
65,349
-404
-0.6% -$45.5K 1.42% 22
2016
Q3 		$7.19M Sell
65,753
-1,858
-3% -$203K 1.39% 24
2016
Q2 		$7.28M Buy
67,611
+1,519
+2% +$158K 1.44% 22
2016
Q1 		$6.97M Buy
66,092
+892
+1% +$86.7K 1.41% 21
2015
Q4 		$6.27M Buy
65,200
+190
+0.3% +$19.4K 1.3% 27
2015
Q3 		$6.42M Buy
65,010
+8,681
+15% +$857K 1.48% 23
2015
Q2 		$5.46M Buy
56,329
+561
+1% +$55.7K 1.22% 29
2015
Q1 		$5.41M Buy
55,768
+2,041
+4% +$209K 1.2% 30
2014
Q4 		$5.97M Buy
53,727
+12,352
+30% +$1.3M 1.4% 24
2014
Q3 		$4.07M Buy
41,375
+1,079
+3% +$107K 1% 43
2014
Q2 		$4.14M Buy
40,296
+240
+0.6% +$24.1K 1.05% 40
2014
Q1 		$3.9M Buy
40,056
+475
+1% +$46.3K 1.04% 39
2013
Q4 		$4.16M Sell
39,581
-222
-0.6% -$21.9K 1.15% 34
2013
Q3 		$3.64M Buy
+39,803
New +$3.5M 1.08% 40
2013
Q2 		– Hold
0
– – – 39

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Patriot Wealth Management's UPS Position: Q4 2018 in Review

Patriot Wealth Management reduced its United Parcel Service (UPS) stake by 2.4% in Q4 2018, selling an estimated $195K and leaving 74,034 shares worth $7.22M. The position accounts for 1.06% of the portfolio, ranked #39.

Patriot Wealth Management first reported a position in UPS in Q3 2013 and has held it in 22 quarters since. The position peaked at $8.85M in Q3 2018. 1,432 funds tracked by Wall St. Rank hold UPS as of Q4 2018.

  • Patriot Wealth Management held 74,034 shares of United Parcel Service worth $7.22M as of Q4 2018.
  • Patriot Wealth Management sold 1,797 United Parcel Service shares in Q4 2018, an estimated $195K.
  • United Parcel Service made up 1.06% of Patriot Wealth Management's portfolio in Q4 2018, its #39 holding.
  • Patriot Wealth Management first reported a position in United Parcel Service in Q3 2013 and has held it in 22 quarters since.
  • Patriot Wealth Management's United Parcel Service position peaked at $8.85M in Q3 2018.
  • 1,432 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.