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Truvvo Partners’s United Parcel Service UPS Stock Holding History

Truvvo Partners’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
Q4 		– Sell
-4,205
Closed -$491K – 48
2018
Q3 		$491K Hold
4,205
– – 0.31% 33
2018
Q2 		$446K Sell
4,205
-5,856
-58% -$658K 0.29% 37
2018
Q1 		$1.05M Buy
+10,061
New +$1.16M 0.39% 57

Other funds holding UPS

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truvvo Partners's UPS Position: Q4 2018 in Review

Truvvo Partners sold out of United Parcel Service (UPS) in Q4 2018, closing a stake of 4,205 shares — an estimated $491K sold.

Truvvo Partners first reported a position in UPS in Q1 2018 and held it in 3 quarters. The position peaked at $1.05M in Q1 2018. 1,431 funds tracked by Wall St. Rank hold UPS as of Q4 2018.

  • Truvvo Partners reported no remaining United Parcel Service position as of Q4 2018 after selling out during the quarter.
  • Truvvo Partners sold 4,205 United Parcel Service shares in Q4 2018, an estimated $491K.
  • Truvvo Partners first reported a position in United Parcel Service in Q1 2018 and held it in 3 quarters.
  • Truvvo Partners's United Parcel Service position peaked at $1.05M in Q1 2018.
  • 1,431 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2018.

Based on Truvvo Partners's 13F filing for Q4 2018, filed 14 Feb 2019.