Sitrin Capital Management’s United Parcel Service UPS Stock Holding History

Sitrin 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
2017 Q3	–	Sell	-37,874	Closed	-$4.19M	–	43
2017 Q2	$4.19M	Buy	37,874 +690	+2%	+$73.8K	2.84%	22
2017 Q1	$3.99M	Sell	37,184 -244	-0.7%	-$26.7K	2.87%	22
2016 Q4	$4.29M	Buy	37,428 +410	+1%	+$46.2K	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%	+$179K	3.2%	19
2016 Q1	$3.72M	Sell	35,289 -1,430	-4%	-$139K	2.96%	21
2015 Q4	$3.38M	Buy	+36,719	New	+$3.75M	2.96%	21

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sitrin Capital Management's UPS Position: Q3 2017 in Review

Sitrin Capital Management sold out of United Parcel Service (UPS) in Q3 2017, closing a stake of 37,874 shares — an estimated $4.19M sold.

Sitrin Capital Management first reported a position in UPS in Q4 2015 and held it in 7 quarters. The position peaked at $4.29M in Q4 2016. 1,300 funds tracked by Wall St. Rank hold UPS as of Q3 2017.

Sitrin Capital Management reported no remaining United Parcel Service position as of Q3 2017 after selling out during the quarter.
Sitrin Capital Management sold 37,874 United Parcel Service shares in Q3 2017, an estimated $4.19M.
Sitrin Capital Management first reported a position in United Parcel Service in Q4 2015 and held it in 7 quarters.
Sitrin Capital Management's United Parcel Service position peaked at $4.29M in Q4 2016.
1,300 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2017.

Based on Sitrin Capital Management's 13F filing for Q3 2017, filed 27 Oct 2017.