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American Financial Advisors’s United Parcel Service UPS Stock Holding History

American Financial Advisors’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
Q3 		– Sell
-1,859
Closed -$220K – 111
2020
Q2 		$220K Buy
+1,859
New +$186K 0.04% 98
2020
Q1 		– Sell
-1,854
Closed -$221K – 103
2019
Q4 		$221K Buy
+1,854
New +$219K 0.04% 87

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

American Financial Advisors's UPS Position: Q3 2020 in Review

American Financial Advisors sold out of United Parcel Service (UPS) in Q3 2020, closing a stake of 1,859 shares — an estimated $220K sold.

American Financial Advisors first reported a position in UPS in Q4 2019 and held it in 2 quarters. The position peaked at $221K in Q4 2019. 1,787 funds tracked by Wall St. Rank hold UPS as of Q3 2020.

  • American Financial Advisors reported no remaining United Parcel Service position as of Q3 2020 after selling out during the quarter.
  • American Financial Advisors sold 1,859 United Parcel Service shares in Q3 2020, an estimated $220K.
  • American Financial Advisors first reported a position in United Parcel Service in Q4 2019 and held it in 2 quarters.
  • American Financial Advisors's United Parcel Service position peaked at $221K in Q4 2019.
  • 1,787 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2020.

Based on American Financial Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.