As United Parcel Service INC (UPS) Share Value Declined, Lyons Wealth Management LLC Has Increased Stake

April 20, 2018 - By reb123z

United Parcel Service, Inc. (NYSE:UPS) LogoInvestors sentiment increased to 1.23 in 2017 Q4. Its up 0.09, from 1.14 in 2017Q3. It improved, as 59 investors sold UPS shares while 372 reduced holdings. 107 funds opened positions while 422 raised stakes. 448.80 million shares or 0.57% less from 451.38 million shares in 2017Q3 were reported. Inv Mgmt Of Virginia accumulated 30,305 shares. Amalgamated Bancorporation has invested 0.29% in United Parcel Service, Inc. (NYSE:UPS). Kentucky Retirement Ins Trust Fund has 18,246 shares for 0.36% of their portfolio. Edgemoor Inv Advisors stated it has 83,080 shares. First Mercantile Company reported 0.57% of its portfolio in United Parcel Service, Inc. (NYSE:UPS). Df Dent And holds 0.01% in United Parcel Service, Inc. (NYSE:UPS) or 3,686 shares. Texas-based Moody Fincl Bank Division has invested 0.05% in United Parcel Service, Inc. (NYSE:UPS). Teacher Retirement Sys Of Texas has invested 0.23% in United Parcel Service, Inc. (NYSE:UPS). Nelson Van Denburg And Campbell Wealth Management Group Incorporated Limited Com invested 0.25% of its portfolio in United Parcel Service, Inc. (NYSE:UPS). Plante Moran Advsrs Limited Liability Com reported 424 shares. Palisade Asset Management Ltd Company reported 14,833 shares. Optimum Advsr holds 0.7% or 18,405 shares in its portfolio. Parnassus Invs Ca invested in 3.02% or 6.46 million shares. Blue Chip Inc has invested 2.35% in United Parcel Service, Inc. (NYSE:UPS). Round Table Services Llc owns 3,329 shares.

Since February 26, 2018, it had 0 buys, and 1 sale for $480,600 activity.

Lyons Wealth Management Llc increased its stake in United Parcel Service Inc (UPS) by 392.29% based on its latest 2017Q4 regulatory filing with the SEC. Lyons Wealth Management Llc bought 98,465 shares as the company’s stock declined 13.88% with the market. The institutional investor held 123,565 shares of the transportation company at the end of 2017Q4, valued at $14.72M, up from 25,100 at the end of the previous reported quarter. Lyons Wealth Management Llc who had been investing in United Parcel Service Inc for a number of months, seems to be bullish on the $94.48B market cap company. The stock decreased 1.10% or $1.22 during the last trading session, reaching $109.68. About 2.74 million shares traded. United Parcel Service, Inc. (NYSE:UPS) has declined 2.49% since April 20, 2017 and is downtrending. It has underperformed by 14.04% the S&P500.

United Parcel Service, Inc. (NYSE:UPS) Ratings Coverage

Among 14 analysts covering United Parcel (NYSE:UPS), 6 have Buy rating, 1 Sell and 7 Hold. Therefore 43% are positive. United Parcel has $148 highest and $79.0 lowest target. $127.08’s average target is 15.86% above currents $109.68 stock price. United Parcel had 31 analyst reports since October 23, 2017 according to SRatingsIntel. The firm earned “Hold” rating on Thursday, February 1 by BMO Capital Markets. Susquehanna maintained United Parcel Service, Inc. (NYSE:UPS) on Thursday, February 1 with “Hold” rating. The rating was maintained by Loop Capital with “Hold” on Friday, October 27. Susquehanna maintained the stock with “Hold” rating in Wednesday, January 17 report. The stock has “Hold” rating by Robert W. Baird on Thursday, February 1. Robert W. Baird maintained the shares of UPS in report on Tuesday, April 10 with “Hold” rating. The stock of United Parcel Service, Inc. (NYSE:UPS) earned “Buy” rating by Edward Jones on Tuesday, February 20. On Friday, February 16 the stock rating was upgraded by Edward Jones to “Buy”. The rating was maintained by Stephens with “Hold” on Thursday, February 1. Deutsche Bank downgraded the stock to “Hold” rating in Friday, February 23 report.

United Parcel Service, Inc. (NYSE:UPS) Institutional Positions Chart

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