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Ullmann Wealth Partners Group’s United Parcel Service UPS Stock Holding History

Ullmann Wealth Partners Group’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
-1,182
Closed -$130K – 130
2017
Q2 		$130K Hold
1,182
– – 0.09% 65
2017
Q1 		$126K Buy
+1,182
New +$129K 0.1% 61

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ullmann Wealth Partners Group's UPS Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of United Parcel Service (UPS) in Q3 2017, closing a stake of 1,182 shares — an estimated $130K sold.

Ullmann Wealth Partners Group first reported a position in UPS in Q1 2017 and held it in 2 quarters. The position peaked at $130K in Q2 2017. 1,300 funds tracked by Wall St. Rank hold UPS as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining United Parcel Service position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 1,182 United Parcel Service shares in Q3 2017, an estimated $130K.
  • Ullmann Wealth Partners Group first reported a position in United Parcel Service in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's United Parcel Service position peaked at $130K in Q2 2017.
  • 1,300 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.