AIS
UPS icon

Accurate Investment Solutions’s United Parcel Service UPS Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-39,476
Closed -$3.69M – 375
2020
Q1 		$3.69M Buy
39,476
+880
+2% +$91.2K 2.99% 7
2019
Q4 		$4.52M Buy
38,596
+1,782
+5% +$211K 2.94% 13
2019
Q3 		$4.41M Buy
36,814
+198
+0.5% +$22.6K 3.22% 12
2019
Q2 		$3.78M Buy
36,616
+1,293
+4% +$134K 2.88% 20
2019
Q1 		$3.95M Buy
35,323
+1,350
+4% +$143K 3.1% 14
2018
Q4 		$3.31M Sell
33,973
-607
-2% -$65.8K 3% 17
2018
Q3 		$4.04M Buy
34,580
+515
+2% +$60.6K 2.8% 15
2018
Q2 		$3.62M Buy
34,065
+1,714
+5% +$193K 2.66% 18
2018
Q1 		$3.39M Buy
32,351
+1,041
+3% +$120K 2.56% 21
2017
Q4 		$3.73M Sell
31,310
-486
-2% -$57.1K 2.74% 13
2017
Q3 		$3.82M Buy
31,796
+285
+0.9% +$32.4K 2.88% 10
2017
Q2 		$3.48M Buy
31,511
+789
+3% +$84.3K 2.87% 13
2017
Q1 		$3.3M Buy
30,722
+4,754
+18% +$519K 2.66% 21
2016
Q4 		$2.98M Sell
25,968
-276
-1% -$31.1K 2.65% 21
2016
Q3 		$2.87M Buy
26,244
+42
+0.2% +$4.59K 2.62% 21
2016
Q2 		$2.82M Buy
26,202
+26,085
+22,295% +$2.72M 3.03% 16
2016
Q1 		$12K Buy
117
+13
+13% +$1.26K 0.01% 266
2015
Q4 		$10K Buy
+104
New +$10.6K 0.01% 209

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Accurate Investment Solutions's UPS Position: Q2 2020 in Review

Accurate Investment Solutions sold out of United Parcel Service (UPS) in Q2 2020, closing a stake of 39,476 shares — an estimated $3.69M sold.

Accurate Investment Solutions first reported a position in UPS in Q4 2015 and held it in 18 quarters. The position peaked at $4.52M in Q4 2019. 1,632 funds tracked by Wall St. Rank hold UPS as of Q2 2020.

  • Accurate Investment Solutions reported no remaining United Parcel Service position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 39,476 United Parcel Service shares in Q2 2020, an estimated $3.69M.
  • Accurate Investment Solutions first reported a position in United Parcel Service in Q4 2015 and held it in 18 quarters.
  • Accurate Investment Solutions's United Parcel Service position peaked at $4.52M in Q4 2019.
  • 1,632 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.