Veritas Investment Management’s United Parcel Service UPS Stock Holding History

Veritas Investment Management’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 Q4	–	Sell	-1,300	Closed	-$156K	–	69
2019 Q3	$156K	Hold	1,300	–	–	0.01%	54
2019 Q2	$134K	Hold	1,300	–	–	0.01%	45
2019 Q1	$145K	Hold	1,300	–	–	0.01%	46
2018 Q4	$127K	Hold	1,300	–	–	0.02%	51
2018 Q3	$152K	Hold	1,300	–	–	0.02%	50
2018 Q2	$138K	Hold	1,300	–	–	0.02%	41
2018 Q1	$136K	Hold	1,300	–	–	0.02%	43
2017 Q4	$155K	Hold	1,300	–	–	0.02%	44
2017 Q3	$156K	Hold	1,300	–	–	0.02%	43
2017 Q2	$144K	Sell	1,300 -400	-24%	-$42.8K	0.02%	44
2017 Q1	$182K	Hold	1,700	–	–	0.03%	46
2016 Q4	$195K	Hold	1,700	–	–	0.03%	47
2016 Q3	$186K	Sell	1,700 -500	-23%	-$54.6K	0.03%	53
2016 Q2	$237K	Hold	2,200	–	–	0.05%	49
2016 Q1	$232K	Buy	2,200 +500	+29%	+$48.6K	0.05%	52
2015 Q4	$164K	Hold	1,700	–	–	0.03%	65
2015 Q3	$168K	Sell	1,700 -4,500	-73%	-$444K	0.04%	56
2015 Q2	$165K	Hold	6,200	–	–	0.05%	52
2015 Q1	$165K	Buy	6,200 +1,700	+38%	+$174K	0.06%	50
2014 Q4	$500K	Sell	4,500 -1,700	-27%	-$179K	0.9%	21
2014 Q3	$609K	Sell	6,200 -3,700	-37%	-$368K	0.2%	30
2014 Q2	$1.02M	Hold	9,900	–	–	0.35%	25
2014 Q1	$964K	Hold	9,900	–	–	0.38%	21
2013 Q4	$1.04M	Hold	9,900	–	–	0.5%	22
2013 Q3	$904K	Hold	9,900	–	–	0.53%	21
2013 Q2	$855K	Buy	+9,900	New	+$849K	0.55%	18

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Veritas Investment Management's UPS Position: Q4 2019 in Review

Veritas Investment Management sold out of United Parcel Service (UPS) in Q4 2019, closing a stake of 1,300 shares — an estimated $156K sold.

Veritas Investment Management first reported a position in UPS in Q2 2013 and held it in 26 quarters. The position peaked at $1.04M in Q4 2013. 1,624 funds tracked by Wall St. Rank hold UPS as of Q4 2019.

Veritas Investment Management reported no remaining United Parcel Service position as of Q4 2019 after selling out during the quarter.
Veritas Investment Management sold 1,300 United Parcel Service shares in Q4 2019, an estimated $156K.
Veritas Investment Management first reported a position in United Parcel Service in Q2 2013 and held it in 26 quarters.
Veritas Investment Management's United Parcel Service position peaked at $1.04M in Q4 2013.
1,624 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2019.

Based on Veritas Investment Management's 13F filing for Q4 2019, filed 30 Jan 2020.