6 Meridian’s United Parcel Service UPS Stock Holding History

6 Meridian’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
2021 Q3	–	Sell	-16,019	Closed	-$3.33M	–	499
2021 Q2	$3.33M	Sell	16,019 -784	-5%	-$157K	0.26%	62
2021 Q1	$2.86M	Buy	16,803 +15,409	+1,105%	+$2.49M	0.24%	66
2020 Q4	$235K	Sell	1,394 -29	-2%	-$4.89K	0.02%	248
2020 Q3	$237K	Buy	+1,423	New	+$207K	0.02%	223
2018 Q1	–	Sell	-46,019	Closed	-$5.48M	–	500
2017 Q4	$5.48M	Buy	+46,019	New	+$5.41M	0.63%	59

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

6 Meridian's UPS Position: Q3 2021 in Review

6 Meridian sold out of United Parcel Service (UPS) in Q3 2021, closing a stake of 16,019 shares — an estimated $3.33M sold.

6 Meridian first reported a position in UPS in Q4 2017 and held it in 5 quarters. The position peaked at $5.48M in Q4 2017. 1,977 funds tracked by Wall St. Rank hold UPS as of Q3 2021.

6 Meridian reported no remaining United Parcel Service position as of Q3 2021 after selling out during the quarter.
6 Meridian sold 16,019 United Parcel Service shares in Q3 2021, an estimated $3.33M.
6 Meridian first reported a position in United Parcel Service in Q4 2017 and held it in 5 quarters.
6 Meridian's United Parcel Service position peaked at $5.48M in Q4 2017.
1,977 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2021.

Based on 6 Meridian's 13F filing for Q3 2021, filed 3 Nov 2021.