PCM
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Poehling Capital Management’s United Parcel Service UPS Stock Holding History

Poehling Capital 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
Q3 		– Sell
-500
Closed -$53K – 248
2018
Q2 		$53K Hold
500
– – 0.05% 146
2018
Q1 		$52K Buy
500
+250
+100% +$28.9K 0.04% 141
2017
Q4 		$30K Buy
+250
New +$29.4K 0.03% 171

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Poehling Capital Management's UPS Position: Q3 2018 in Review

Poehling Capital Management sold out of United Parcel Service (UPS) in Q3 2018, closing a stake of 500 shares — an estimated $53K sold.

Poehling Capital Management first reported a position in UPS in Q4 2017 and held it in 3 quarters. The position peaked at $53K in Q2 2018. 1,441 funds tracked by Wall St. Rank hold UPS as of Q3 2018.

  • Poehling Capital Management reported no remaining United Parcel Service position as of Q3 2018 after selling out during the quarter.
  • Poehling Capital Management sold 500 United Parcel Service shares in Q3 2018, an estimated $53K.
  • Poehling Capital Management first reported a position in United Parcel Service in Q4 2017 and held it in 3 quarters.
  • Poehling Capital Management's United Parcel Service position peaked at $53K in Q2 2018.
  • 1,441 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.