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Vantage Investment Advisors’s United Parcel Service UPS Stock Holding History

Vantage Investment Advisors’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
Q3 		$133K Buy
1,138
+215
+23% +$25.3K 0.03% 187
2018
Q2 		$98K Buy
923
+110
+14% +$12.4K 0.02% 203
2018
Q1 		$85K Sell
813
-2,796
-77% -$323K 0.02% 218
2017
Q4 		$430K Sell
3,609
-50
-1% -$5.88K 0.1% 104
2017
Q3 		$439K Hold
3,659
– – 0.11% 96
2017
Q2 		$405K Sell
3,659
-84
-2% -$8.98K 0.12% 93
2017
Q1 		$402K Buy
3,743
+3,032
+426% +$331K 0.13% 91
2016
Q4 		$82K Buy
711
+50
+8% +$5.63K 0.03% 188
2016
Q3 		$72K Sell
661
-8
-1% -$874 0.03% 204
2016
Q2 		$71K Buy
669
+85
+15% +$8.85K 0.03% 218
2016
Q1 		$62K Buy
584
+80
+16% +$7.78K 0.03% 222
2015
Q4 		$48K Hold
504
– – 0.02% 244
2015
Q3 		$50K Buy
504
+50
+11% +$4.94K 0.03% 226
2015
Q2 		$44K Sell
454
-454
-50% -$45.1K 0.02% 253
2015
Q1 		$88K Buy
908
+454
+100% +$46.6K 0.03% 253
2014
Q4 		$50K Hold
454
– – 0.03% 241
2014
Q3 		$45K Hold
454
– – 0.03% 240
2014
Q2 		$47K Buy
454
+260
+134% +$26.1K 0.03% 245
2014
Q1 		$19K Hold
194
– – 0.01% 355
2013
Q4 		$20K Buy
+194
New +$19.1K 0.01% 329

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Vantage Investment Advisors's UPS Position: Q3 2018 in Review

Vantage Investment Advisors increased its United Parcel Service (UPS) stake by 23% in Q3 2018, buying an estimated $25.3K and bringing the position to 1,138 shares worth $133K. The position accounts for 0.03% of the portfolio, ranked #187.

Vantage Investment Advisors first reported a position in UPS in Q4 2013 and has held it in 20 quarters since. The position peaked at $439K in Q3 2017. 1,441 funds tracked by Wall St. Rank hold UPS as of Q3 2018.

  • Vantage Investment Advisors held 1,138 shares of United Parcel Service worth $133K as of Q3 2018.
  • Vantage Investment Advisors bought 215 United Parcel Service shares in Q3 2018, an estimated $25.3K.
  • United Parcel Service made up 0.03% of Vantage Investment Advisors's portfolio in Q3 2018, its #187 holding.
  • Vantage Investment Advisors first reported a position in United Parcel Service in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's United Parcel Service position peaked at $439K in Q3 2017.
  • 1,441 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.