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Daily bullish and bearish fund signals, and how past ones played out
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Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
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SAC
Smith Affiliated Capital’s
United Parcel Service
UPS
Stock Holding History
Smith Affiliated Capital’s Portfolio
UPS Stock Details
UPS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q3
–
Hold
0
–
–
–
111
2017
Q2
–
Hold
0
–
–
–
115
2017
Q1
–
Hold
0
–
–
–
105
2016
Q4
–
Hold
0
–
–
–
115
2016
Q3
–
Hold
0
–
–
–
117
2016
Q2
–
Hold
0
–
–
–
110
2016
Q1
–
Hold
0
–
–
–
109
2015
Q4
–
Hold
0
–
–
–
112
2015
Q3
–
Hold
0
–
–
–
100
2015
Q2
–
Hold
0
–
–
–
98
2015
Q1
–
Hold
0
–
–
–
100
2014
Q4
–
Hold
0
–
–
–
100
2014
Q3
–
Hold
0
–
–
–
106
2014
Q1
–
Hold
0
–
–
–
85
2013
Q4
–
Hold
0
–
–
–
86
2013
Q3
–
Hold
0
–
–
–
110
2013
Q2
–
Hold
0
–
–
–
144
Other funds holding UPS
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$6.73T AUM
46.02%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$580B AUM
38.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$3.38T AUM
44.17%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$315B AUM
27.84%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.55T AUM
33.47%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$2.3T AUM
54.33%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$860B AUM
41.15%
1-Year Est. Return
Wells Fargo
San Francisco, California
$617B AUM
30.33%
1-Year Est. Return
Lazard Asset Management
New York
$66.1B AUM
33.53%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
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