Watermark Asset Management’s United Parcel Service UPS Stock Holding History

Watermark Asset 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
2018 Q4	$2K	Hold	18	–	–	﹤0.01%	249
2018 Q3	$2K	Hold	18	–	–	﹤0.01%	218
2018 Q2	$2K	Hold	18	–	–	﹤0.01%	221
2018 Q1	$2K	Hold	18	–	–	﹤0.01%	225
2017 Q4	$2K	Hold	18	–	–	﹤0.01%	240
2017 Q3	$2K	Hold	18	–	–	﹤0.01%	233
2017 Q2	$2K	Hold	18	–	–	﹤0.01%	241
2017 Q1	$2K	Buy	+18	New	+$1.97K	﹤0.01%	237

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Watermark Asset Management's UPS Position: Q4 2018 in Review

Watermark Asset Management held its United Parcel Service (UPS) position steady in Q4 2018 at 18 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Watermark Asset Management first reported a position in UPS in Q1 2017 and has held it in 8 quarters since. 1,431 funds tracked by Wall St. Rank hold UPS as of Q4 2018.

Watermark Asset Management held 18 shares of United Parcel Service worth $2K as of Q4 2018.
Watermark Asset Management left its United Parcel Service share count unchanged in Q4 2018.
United Parcel Service made up ﹤0.01% of Watermark Asset Management's portfolio in Q4 2018, its #249 holding.
Watermark Asset Management first reported a position in United Parcel Service in Q1 2017 and has held it in 8 quarters since.
1,431 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.