VAIA
UPS icon

Virtus Alternative Investment Advisers’s United Parcel Service UPS Stock Holding History

Virtus Alternative Investment Advisers’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 		– Sell
-1,222
Closed -$119K – 77
2018
Q4 		$119K Buy
1,222
+24
+2% +$2.6K 0.06% 48
2018
Q3 		$140K Buy
+1,198
New +$141K 0.05% 64

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Virtus Alternative Investment Advisers's UPS Position: Q1 2019 in Review

Virtus Alternative Investment Advisers sold out of United Parcel Service (UPS) in Q1 2019, closing a stake of 1,222 shares — an estimated $119K sold.

Virtus Alternative Investment Advisers first reported a position in UPS in Q3 2018 and held it in 2 quarters. The position peaked at $140K in Q3 2018. 1,506 funds tracked by Wall St. Rank hold UPS as of Q1 2019.

  • Virtus Alternative Investment Advisers reported no remaining United Parcel Service position as of Q1 2019 after selling out during the quarter.
  • Virtus Alternative Investment Advisers sold 1,222 United Parcel Service shares in Q1 2019, an estimated $119K.
  • Virtus Alternative Investment Advisers first reported a position in United Parcel Service in Q3 2018 and held it in 2 quarters.
  • Virtus Alternative Investment Advisers's United Parcel Service position peaked at $140K in Q3 2018.
  • 1,506 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2019.

Based on Virtus Alternative Investment Advisers's 13F filing for Q1 2019, filed 15 May 2019.