SPC
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Salient Private Client’s United Parcel Service UPS Stock Holding History

Salient Private Client’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 		$6.53M Sell
55,964
-603
-1% -$71K 1.27% 22
2018
Q2 		$6.01M Sell
56,567
-3,146
-5% -$353K 1.01% 30
2018
Q1 		$6.25M Buy
59,713
+3,727
+7% +$431K 1.1% 31
2017
Q4 		$6.67M Buy
+55,986
New +$6.58M 1.37% 26

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

Salient Private Client's UPS Position: Q3 2018 in Review

Salient Private Client reduced its United Parcel Service (UPS) stake by 1.1% in Q3 2018, selling an estimated $71K and leaving 55,964 shares worth $6.53M. The position accounts for 1.27% of the portfolio, ranked #22.

Salient Private Client first reported a position in UPS in Q4 2017 and has held it in 4 quarters since. The position peaked at $6.67M in Q4 2017. 1,441 funds tracked by Wall St. Rank hold UPS as of Q3 2018.

  • Salient Private Client held 55,964 shares of United Parcel Service worth $6.53M as of Q3 2018.
  • Salient Private Client sold 603 United Parcel Service shares in Q3 2018, an estimated $71K.
  • United Parcel Service made up 1.27% of Salient Private Client's portfolio in Q3 2018, its #22 holding.
  • Salient Private Client first reported a position in United Parcel Service in Q4 2017 and has held it in 4 quarters since.
  • Salient Private Client's United Parcel Service position peaked at $6.67M in Q4 2017.
  • 1,441 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2018.

Based on Salient Private Client's 13F filing for Q3 2018, filed 14 Nov 2018.