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Winfield Associates’s United Parcel Service UPS Stock Holding History

Winfield Associates’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
-475
Closed -$57K – 635
2017
Q4 		$57K Sell
475
-35
-7% -$4.11K 0.03% 193
2017
Q3 		$61K Buy
510
+35
+7% +$3.98K 0.03% 183
2017
Q2 		$52K Hold
475
– – 0.03% 194
2017
Q1 		$51K Sell
475
-15
-3% -$1.64K 0.03% 185
2016
Q4 		$56K Buy
490
+15
+3% +$1.69K 0.03% 176
2016
Q3 		$52K Hold
475
– – 0.03% 175
2016
Q2 		$51K Buy
475
+5
+1% +$520 0.03% 169
2016
Q1 		$50K Buy
470
+170
+57% +$16.5K 0.03% 170
2015
Q4 		$29K Buy
+300
New +$30.6K 0.02% 195

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
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

Winfield Associates's UPS Position: Q1 2018 in Review

Winfield Associates sold out of United Parcel Service (UPS) in Q1 2018, closing a stake of 475 shares — an estimated $57K sold.

Winfield Associates first reported a position in UPS in Q4 2015 and held it in 9 quarters. The position peaked at $61K in Q3 2017. 1,419 funds tracked by Wall St. Rank hold UPS as of Q1 2018.

  • Winfield Associates reported no remaining United Parcel Service position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 475 United Parcel Service shares in Q1 2018, an estimated $57K.
  • Winfield Associates first reported a position in United Parcel Service in Q4 2015 and held it in 9 quarters.
  • Winfield Associates's United Parcel Service position peaked at $61K in Q3 2017.
  • 1,419 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.