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Windsor Capital Management’s United Parcel Service UPS Stock Holding History

Windsor Capital 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
Q1 		– Sell
-6,220
Closed -$741K – 123
2017
Q4 		$741K Buy
+6,220
New +$731K 0.35% 61
2015
Q4 		– Sell
-285
Closed -$28K – 412
2015
Q3 		$28K Buy
+285
New +$28.1K 0.02% 223
2014
Q1 		– Sell
-1,370
Closed -$144K – 285
2013
Q4 		$144K Buy
1,370
+1
+0.1% +$99 0.08% 95
2013
Q3 		$125K Buy
1,369
+361
+36% +$31.7K 0.07% 98
2013
Q2 		$87K Buy
+1,008
New +$86.5K 0.05% 121

Other funds holding UPS

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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
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
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

Windsor Capital Management's UPS Position: Q1 2018 in Review

Windsor Capital Management sold out of United Parcel Service (UPS) in Q1 2018, closing a stake of 6,220 shares — an estimated $741K sold.

Windsor Capital Management first reported a position in UPS in Q2 2013 and held it in 5 quarters. The position peaked at $741K in Q4 2017. 1,419 funds tracked by Wall St. Rank hold UPS as of Q1 2018.

  • Windsor Capital Management reported no remaining United Parcel Service position as of Q1 2018 after selling out during the quarter.
  • Windsor Capital Management sold 6,220 United Parcel Service shares in Q1 2018, an estimated $741K.
  • Windsor Capital Management first reported a position in United Parcel Service in Q2 2013 and held it in 5 quarters.
  • Windsor Capital Management's United Parcel Service position peaked at $741K in Q4 2017.
  • 1,419 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2018.

Based on Windsor Capital Management's 13F filing for Q1 2018, filed 1 May 2018.