PIM
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Progressive Investment Management’s United Parcel Service UPS Stock Holding History

Progressive Investment 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
2017
Q2 		– Sell
-7,006
Closed -$752K – 49
2017
Q1 		$752K Hold
7,006
– – 0.63% 38
2016
Q4 		$803K Sell
7,006
-231
-3% -$26K 0.74% 38
2016
Q3 		$791K Hold
7,237
– – 0.74% 37
2016
Q2 		$780K Buy
7,237
+838
+13% +$87.2K 0.76% 40
2016
Q1 		$675K Hold
6,399
– – 0.69% 40
2015
Q4 		$616K Hold
6,399
– – 0.66% 39
2015
Q3 		$632K Sell
6,399
-204
-3% -$20.1K 0.73% 34
2015
Q2 		$640K Sell
6,603
-1,537
-19% -$153K 0.7% 35
2015
Q1 		$789K Sell
8,140
-67,472
-89% -$6.92M 2.72% 9
2014
Q4 		$8.4M Buy
75,612
+145
+0.2% +$15.3K 2.89% 12
2014
Q3 		$7.42M Buy
+75,467
New +$7.5M 2.57% 17

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Progressive Investment Management's UPS Position: Q2 2017 in Review

Progressive Investment Management sold out of United Parcel Service (UPS) in Q2 2017, closing a stake of 7,006 shares — an estimated $752K sold.

Progressive Investment Management first reported a position in UPS in Q3 2014 and held it in 11 quarters. The position peaked at $8.4M in Q4 2014. 1,276 funds tracked by Wall St. Rank hold UPS as of Q2 2017.

  • Progressive Investment Management reported no remaining United Parcel Service position as of Q2 2017 after selling out during the quarter.
  • Progressive Investment Management sold 7,006 United Parcel Service shares in Q2 2017, an estimated $752K.
  • Progressive Investment Management first reported a position in United Parcel Service in Q3 2014 and held it in 11 quarters.
  • Progressive Investment Management's United Parcel Service position peaked at $8.4M in Q4 2014.
  • 1,276 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2017.

Based on Progressive Investment Management's 13F filing for Q2 2017, filed 4 Aug 2017.