Peachtree Investment Advisors’s United Parcel Service UPS Stock Holding History

Peachtree Investment Advisors’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	$426K	Hold	4,363	–	–	0.33%	50
2018 Q3	$509K	Hold	4,363	–	–	0.35%	53
2018 Q2	$463K	Hold	4,363	–	–	0.34%	53
2018 Q1	$457K	Hold	4,363	–	–	0.34%	54
2017 Q4	$520K	Sell	4,363 -150	-3%	-$17.6K	0.4%	49
2017 Q3	$542K	Hold	4,513	–	–	0.47%	47
2017 Q2	$499K	Hold	4,513	–	–	0.43%	52
2017 Q1	$484K	Buy	4,513 +1,140	+34%	+$125K	0.44%	54
2016 Q4	$387K	Sell	3,373 -300	-8%	-$33.8K	0.38%	66
2016 Q3	$402K	Hold	3,673	–	–	0.39%	59
2016 Q2	$396K	Hold	3,673	–	–	0.4%	60
2016 Q1	$387K	Hold	3,673	–	–	0.39%	62
2015 Q4	$353K	Hold	3,673	–	–	0.37%	68
2015 Q3	$362K	Hold	3,673	–	–	0.38%	71
2015 Q2	$356K	Sell	3,673 -225	-6%	-$22.4K	0.27%	94
2015 Q1	$378K	Buy	3,898 +773	+25%	+$79.3K	0.27%	90
2014 Q4	$347K	Hold	3,125	–	–	0.23%	106
2014 Q3	$307K	Buy	3,125 +200	+7%	+$19.9K	0.21%	110
2014 Q2	$300K	Buy	+2,925	New	+$294K	0.2%	110

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peachtree Investment Advisors's UPS Position: Q4 2018 in Review

Peachtree Investment Advisors held its United Parcel Service (UPS) position steady in Q4 2018 at 4,363 shares worth $426K. The position accounts for 0.33% of the portfolio, ranked #50.

Peachtree Investment Advisors first reported a position in UPS in Q2 2014 and has held it in 19 quarters since. The position peaked at $542K in Q3 2017. 1,431 funds tracked by Wall St. Rank hold UPS as of Q4 2018.

Peachtree Investment Advisors held 4,363 shares of United Parcel Service worth $426K as of Q4 2018.
Peachtree Investment Advisors left its United Parcel Service share count unchanged in Q4 2018.
United Parcel Service made up 0.33% of Peachtree Investment Advisors's portfolio in Q4 2018, its #50 holding.
Peachtree Investment Advisors first reported a position in United Parcel Service in Q2 2014 and has held it in 19 quarters since.
Peachtree Investment Advisors's United Parcel Service position peaked at $542K in Q3 2017.
1,431 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.