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UPS icon

Wealthfront’s United Parcel Service UPS Stock Holding History

Wealthfront’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 		$1.19M Sell
10,156
-270
-3% -$31.8K 0.01% 223
2018
Q2 		$1.11M Sell
10,426
-3,700
-26% -$416K 0.01% 229
2018
Q1 		$1.48M Sell
14,126
-4,788
-25% -$553K 0.02% 181
2017
Q4 		$2.25M Sell
18,914
-1,620
-8% -$190K 0.03% 112
2017
Q3 		$2.47M Buy
20,534
+4,407
+27% +$501K 0.03% 92
2017
Q2 		$1.78M Buy
16,127
+1,634
+11% +$175K 0.03% 105
2017
Q1 		$1.55M Sell
14,493
-4,130
-22% -$451K 0.03% 103
2016
Q4 		$2.13M Buy
18,623
+2,443
+15% +$275K 0.05% 70
2016
Q3 		$1.77M Buy
16,180
+1,605
+11% +$175K 0.04% 71
2016
Q2 		$1.57M Buy
14,575
+1,137
+8% +$118K 0.04% 73
2016
Q1 		$1.42M Buy
13,438
+4,763
+55% +$463K 0.04% 75
2015
Q4 		$835K Sell
8,675
-4,512
-34% -$461K 0.03% 95
2015
Q3 		$1.3M Buy
13,187
+5,986
+83% +$591K 0.05% 69
2015
Q2 		$698K Buy
7,201
+3,071
+74% +$305K 0.03% 80
2015
Q1 		$400K Sell
4,130
-548
-12% -$56.2K 0.02% 104
2014
Q4 		$520K Buy
4,678
+1,603
+52% +$169K 0.03% 69
2014
Q3 		$302K Buy
3,075
+490
+19% +$48.7K 0.02% 98
2014
Q2 		$269K Buy
2,585
+1,150
+80% +$115K 0.02% 78
2014
Q1 		$140K Buy
+1,435
New +$140K 0.02% 88

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

Wealthfront's UPS Position: Q3 2018 in Review

Wealthfront reduced its United Parcel Service (UPS) stake by 2.6% in Q3 2018, selling an estimated $31.8K and leaving 10,156 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #223.

Wealthfront first reported a position in UPS in Q1 2014 and has held it in 19 quarters since. The position peaked at $2.47M in Q3 2017. 1,442 funds tracked by Wall St. Rank hold UPS as of Q3 2018.

  • Wealthfront held 10,156 shares of United Parcel Service worth $1.19M as of Q3 2018.
  • Wealthfront sold 270 United Parcel Service shares in Q3 2018, an estimated $31.8K.
  • United Parcel Service made up 0.01% of Wealthfront's portfolio in Q3 2018, its #223 holding.
  • Wealthfront first reported a position in United Parcel Service in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's United Parcel Service position peaked at $2.47M in Q3 2017.
  • 1,442 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.