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Analyst IMS Investment Management Services’s United Parcel Service UPS Stock Holding History

Analyst IMS Investment Management Services’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
Q1 		– Sell
-1,930
Closed -$325K – 101
2020
Q4 		$325K Sell
1,930
-120
-6% -$20.3K 0.05% 83
2020
Q3 		$342K Sell
2,050
-1,576
-43% -$229K 0.07% 80
2020
Q2 		$403K Sell
3,626
-53
-1% -$5.29K 0.09% 79
2020
Q1 		$344K Buy
3,679
+168
+5% +$17.4K 0.11% 76
2019
Q4 		$411K Buy
3,511
+21
+0.6% +$2.49K 0.11% 86
2019
Q3 		$413K Sell
3,490
-500
-13% -$57.2K 0.12% 80
2019
Q2 		$412K Buy
3,990
+200
+5% +$20.8K 0.12% 80
2019
Q1 		$423K Sell
3,790
-22
-0.6% -$2.33K 0.13% 81
2018
Q4 		$372 Buy
3,812
+295
+8% +$32K 0.06% 84
2018
Q3 		$410 Sell
3,517
-833
-19% -$98K 0.07% 94
2018
Q2 		$461K Buy
4,350
+200
+5% +$22.5K 0.14% 82
2018
Q1 		$435K Sell
4,150
-555
-12% -$64.2K 0.14% 83
2017
Q4 		$560K Buy
4,705
+300
+7% +$35.3K 0.17% 78
2017
Q3 		$527K Sell
4,405
-150
-3% -$17.1K 0.17% 80
2017
Q2 		$503K Buy
+4,555
New +$487K 0.18% 83

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Analyst IMS Investment Management Services's UPS Position: Q1 2021 in Review

Analyst IMS Investment Management Services sold out of United Parcel Service (UPS) in Q1 2021, closing a stake of 1,930 shares — an estimated $325K sold.

Analyst IMS Investment Management Services first reported a position in UPS in Q2 2017 and held it in 15 quarters. The position peaked at $560K in Q4 2017. 1,962 funds tracked by Wall St. Rank hold UPS as of Q1 2021.

  • Analyst IMS Investment Management Services reported no remaining United Parcel Service position as of Q1 2021 after selling out during the quarter.
  • Analyst IMS Investment Management Services sold 1,930 United Parcel Service shares in Q1 2021, an estimated $325K.
  • Analyst IMS Investment Management Services first reported a position in United Parcel Service in Q2 2017 and held it in 15 quarters.
  • Analyst IMS Investment Management Services's United Parcel Service position peaked at $560K in Q4 2017.
  • 1,962 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2021.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2021, filed 6 May 2021.