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Altshuler Shaham’s United Parcel Service UPS Stock Holding History

Altshuler Shaham’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
-34
Closed -$7K – 663
2021
Q2 		$7K Sell
34
-7
-17% -$1.4K ﹤0.01% 576
2021
Q1 		$7K Sell
41
-2,787
-99% -$451K ﹤0.01% 436
2020
Q4 		$476K Buy
2,828
+2,784
+6,327% +$470K 0.01% 110
2020
Q3 		$7K Buy
+44
New +$6.41K ﹤0.01% 363
2020
Q1 		– Sell
-1,450
Closed -$170K – 617
2019
Q4 		$170K Hold
1,450
– – ﹤0.01% 169
2019
Q3 		$172K Sell
1,450
-14,958
-91% -$1.71M 0.01% 169
2019
Q2 		$2.08M Sell
16,408
-5,537
-25% -$576K 0.09% 43
2019
Q1 		$2.33M Sell
21,945
-19,994
-48% -$2.12M 0.11% 40
2018
Q4 		$3.99M Sell
41,939
-461
-1% -$50K 0.18% 31
2018
Q3 		$4.83M Buy
42,400
+35,300
+497% +$4.15M 0.25% 31
2018
Q2 		$642K Hold
7,100
– – 0.05% 95
2018
Q1 		$634K Sell
7,100
-537
-7% -$62.1K 0.08% 89
2017
Q4 		$817K Buy
+7,637
New +$898K 0.12% 63

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Altshuler Shaham's UPS Position: Q3 2021 in Review

Altshuler Shaham sold out of United Parcel Service (UPS) in Q3 2021, closing a stake of 34 shares — an estimated $7K sold.

Altshuler Shaham first reported a position in UPS in Q4 2017 and held it in 13 quarters. The position peaked at $4.83M in Q3 2018. 1,977 funds tracked by Wall St. Rank hold UPS as of Q3 2021.

  • Altshuler Shaham reported no remaining United Parcel Service position as of Q3 2021 after selling out during the quarter.
  • Altshuler Shaham sold 34 United Parcel Service shares in Q3 2021, an estimated $7K.
  • Altshuler Shaham first reported a position in United Parcel Service in Q4 2017 and held it in 13 quarters.
  • Altshuler Shaham's United Parcel Service position peaked at $4.83M in Q3 2018.
  • 1,977 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2021.

Based on Altshuler Shaham's 13F filing for Q3 2021, filed 15 Nov 2021.