Institutional Heat: United Parcel Service INC (UPS) Market Valuation Rose While Lyons Wealth …

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Lyons Wealth Management Llc increased its stake in United Parcel Service Inc (UPS) by 5196.73% based on its latest 2016Q3 regulatory filing with the SEC. Lyons Wealth Management Llc bought 207,869 shares as the company’s stock rose 0.92% with the market. The institutional investor held 211,869 shares of the transportation company at the end of 2016Q3, valued at $23.17M, up from 4,000 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 $100.75 billion market cap company. The stock is up 0.17% or $0.2 after the positive news, hitting $115.39 per share. About 850,739 shares traded hands. United Parcel Service, Inc. (NYSE:UPS) has risen 11.76% since June 2, 2016 and is uptrending. It has outperformed by 3.98% the S&P500.

Lyons Wealth Management Llc is a Florida-based institutional investor with more than $207.55 million AUM in May, 2014. This fund invests only a small percentage of its assets in equities and options. Taken from Lyons Wealth Management latest Adv, the fund reported to have 10 full and part-time employees. Among which 8 performing investment advisory and research functions. The institutional investor had more than 400 clients.

Insitutional Activity: The institutional sentiment decreased to 1.05 in 2016 Q3. Its down 0.04, from 1.09 in 2016Q2. The ratio turned negative, as 48 funds sold all UPS shares owned while 420 reduced positions. 106 funds bought stakes while 387 increased positions. They now own 448.58 million shares or 2.05% less from 457.99 million shares in 2016Q2. Wealth Planning Ltd Liability Com has 151,441 shares for 12.73% of their US portfolio. Sei Communication, a Pennsylvania-based fund reported 275,486 shares. The California-based Dowling & Yahnke Limited Com has invested 0.62% in United Parcel Service, Inc. (NYSE:UPS). Edge Asset holds 0.34% or 372,370 shares in its portfolio. Savant Capital Ltd reported 3,621 shares or 0.11% of all its holdings. Ep Wealth Incorporated holds 1% of its portfolio in United Parcel Service, Inc. (NYSE:UPS) for 58,428 shares. Oakwood Ltd Ca has 60,780 shares for 1.71% of their US portfolio. The Pennsylvania-based Argyle Cap Mgmt has invested 1.68% in United Parcel Service, Inc. (NYSE:UPS). Axa has 463,636 shares for 0.22% of their US portfolio. Bridges Investment Counsel Inc last reported 7,400 shares in the company. Farr Miller And Washington Ltd Liability Dc, a -based fund reported 14,429 shares. Df Dent accumulated 2,342 shares or 0.01% of the stock. Allsquare Wealth Management Limited Liability Co holds 100 shares or 0.01% of its portfolio. The New York-based Silvercrest Asset Mngmt Gru Ltd has invested 0.05% in United Parcel Service, Inc. (NYSE:UPS). Wells Fargo And Mn has invested 0.33% of its portfolio in United Parcel Service, Inc. (NYSE:UPS).

Insider Transactions: Since August 12, 2016, the stock had 0 buys, and 1 insider sale for $249,004 net activity. 2,268 shares were sold by Barber James J., worth $249,004 on Friday, August 12.

More important recent United Parcel Service, Inc. (NYSE:UPS) news were published by: Seekingalpha.com which released: “United Parcel Service Vs. FedEx: One Company Is Hands Down The Better Choice” on January 06, 2017, also Bizjournals.com published article titled: “UPS faces fines for safety violations at Louisville operation”, Seekingalpha.com published: “United Parcel Service (UPS): A Quality Dividend Growth Stock Held By Bill Gates” on December 30, 2016. More interesting news about United Parcel Service, Inc. (NYSE:UPS) was released by: Prnewswire.com and their article: “Services Stocks Under Scanner — ZTO Express, United Parcel Service …” with publication date: December 27, 2016.

According to Zacks Investment Research, “United Parcel Service, Inc. is the world’s largest express carrier, the world’s largest package delivery company and a leading global provider of specialized transportation and logistics services. Their primary business is the time-definite delivery of packages and documents throughout the United States and in over 200 other countries and territories. They have established a vast and reliable global transportation infrastructure, developed a comprehensive, competitive and guaranteed portfolio of services and consistently supported these services with advanced technology.”

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

Out of 14 analysts covering United Parcel Service (NYSE:UPS), 5 rate it a “Buy”, 1 “Sell”, while 8 “Hold”. This means 36% are positive. United Parcel Service has been the topic of 21 analyst reports since July 29, 2015 according to StockzIntelligence Inc. Cowen & Co maintained the stock with “Market Perform” rating in Friday, April 29 report. JP Morgan initiated it with “Neutral” rating and $118 target price in Tuesday, December 13 report. The stock has “Outperform” rating given by Oppenheimer on Wednesday, February 3. The firm has “Underweight” rating given on Tuesday, February 23 by Morgan Stanley. The stock of United Parcel Service, Inc. (NYSE:UPS) has “Neutral” rating given on Friday, April 29 by Citigroup. The stock has “Buy” rating given by S&P Research on Wednesday, July 29. The stock of United Parcel Service, Inc. (NYSE:UPS) has “Buy” rating given on Tuesday, September 22 by S&P Research. Macquarie Research maintained the stock with “Neutral” rating in Wednesday, October 28 report. The stock of United Parcel Service, Inc. (NYSE:UPS) earned “Hold” rating by Zacks on Tuesday, September 1. The firm has “Hold” rating given on Tuesday, August 25 by Zacks.

UPS Company Profile

United Parcel Service, Inc. (UPS), incorporated on July 15, 1999, is a package delivery company. The Firm is a well-known provider of global supply chain management solutions. It delivers packages each business day in over 220 countries and territories. The Firm operates in three divisions: U.S. Domestic Package, International Package, and Supply Chain & Freight. WorldShip, a desktop shipping application of UPS, provides middle market and large clients with shipping capabilities. Customers can create custom labels, set up shipment alerts, create and upload customs documentation, track and export shipments, create reports and integrate with their enterprise resource planning and accounting systems to streamline shipping with real-time connectivity. UPS marketplace shipping, which integrates www.ups.com with eBay and Amazon, allows marketplace sellers to ship their orders via www.ups.com or WorldShip. UPS marketplace shipping provides shipment processing; multiple payment options, including PayPal; order and shipment history, and automatic tracking updates. It also provides customizable supply chain control and visibility. The Firm serves the global market for logistics services, which include transportation, distribution, forwarding, ground freight, ocean freight, air freight, brokerage and financing.

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