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Tirschwell & Loewy’s United Parcel Service UPS Stock Holding History

Tirschwell & Loewy’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
2019
Q1 		$6.09M Hold
54,525
– – 0.83% 30
2018
Q4 		$5.32M Sell
54,525
-18,800
-26% -$2.04M 0.81% 31
2018
Q3 		$8.56M Sell
73,325
-2,225
-3% -$262K 1.07% 30
2018
Q2 		$8.03M Buy
75,550
+5,850
+8% +$657K 1.07% 32
2018
Q1 		$7.29M Buy
69,700
+16,315
+31% +$1.89M 1% 32
2017
Q4 		$6.36M Buy
53,385
+46,950
+730% +$5.52M 0.9% 34
2017
Q3 		$773K Buy
+6,435
New +$732K 0.12% 62

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Tirschwell & Loewy's UPS Position: Q1 2019 in Review

Tirschwell & Loewy held its United Parcel Service (UPS) position steady in Q1 2019 at 54,525 shares worth $6.09M. The position accounts for 0.83% of the portfolio, ranked #30.

Tirschwell & Loewy first reported a position in UPS in Q3 2017 and has held it in 7 quarters since. The position peaked at $8.56M in Q3 2018. 1,507 funds tracked by Wall St. Rank hold UPS as of Q1 2019.

  • Tirschwell & Loewy held 54,525 shares of United Parcel Service worth $6.09M as of Q1 2019.
  • Tirschwell & Loewy left its United Parcel Service share count unchanged in Q1 2019.
  • United Parcel Service made up 0.83% of Tirschwell & Loewy's portfolio in Q1 2019, its #30 holding.
  • Tirschwell & Loewy first reported a position in United Parcel Service in Q3 2017 and has held it in 7 quarters since.
  • Tirschwell & Loewy's United Parcel Service position peaked at $8.56M in Q3 2018.
  • 1,507 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2019.

Based on Tirschwell & Loewy's 13F filing for Q1 2019, filed 3 Apr 2019.