Sitrin Capital Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-37,874
| Closed | -$4.19M | – | 43 |
|
|
2017
Q2 | $4.19M | Buy |
37,874
+690
| +2% | +$76.3K | 2.84% | 22 |
|
|
2017
Q1 | $3.99M | Sell |
37,184
-244
| -0.7% | -$26.2K | 2.87% | 22 |
|
|
2016
Q4 | $4.29M | Buy |
37,428
+410
| +1% | +$47K | 3.32% | 17 |
|
|
2016
Q3 | $4.05M | Buy |
37,018
+7
| +0% | +$765 | 3.18% | 18 |
|
|
2016
Q2 | $3.99M | Buy |
37,011
+1,722
| +5% | +$186K | 3.2% | 19 |
|
|
2016
Q1 | $3.72M | Sell |
35,289
-1,430
| -4% | -$151K | 2.96% | 21 |
|
|
2015
Q4 | $3.38M | Buy |
+36,719
| New | +$3.38M | 2.96% | 21 |
|