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YHB Investment Advisors’s United Parcel Service UPS Stock Holding History

YHB Investment Advisors’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 		– Sell
-16,177
Closed -$1.89M – 189
2018
Q3 		$1.89M Sell
16,177
-730
-4% -$85.9K 0.29% 89
2018
Q2 		$1.8M Sell
16,907
-25
-0.1% -$2.81K 0.29% 95
2018
Q1 		$1.77M Buy
+16,932
New +$1.96M 0.3% 96

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

YHB Investment Advisors's UPS Position: Q4 2018 in Review

YHB Investment Advisors sold out of United Parcel Service (UPS) in Q4 2018, closing a stake of 16,177 shares — an estimated $1.89M sold.

YHB Investment Advisors first reported a position in UPS in Q1 2018 and held it in 3 quarters. The position peaked at $1.89M in Q3 2018. 1,431 funds tracked by Wall St. Rank hold UPS as of Q4 2018.

  • YHB Investment Advisors reported no remaining United Parcel Service position as of Q4 2018 after selling out during the quarter.
  • YHB Investment Advisors sold 16,177 United Parcel Service shares in Q4 2018, an estimated $1.89M.
  • YHB Investment Advisors first reported a position in United Parcel Service in Q1 2018 and held it in 3 quarters.
  • YHB Investment Advisors's United Parcel Service position peaked at $1.89M in Q3 2018.
  • 1,431 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2018.

Based on YHB Investment Advisors's 13F filing for Q4 2018, filed 11 Jan 2019.