Aperio Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $66.4M | Buy |
394,432
+24,660
| +7% | +$4.16M | 0.2% | 84 |
|
|
2020
Q3 | $61.6M | Buy |
369,772
+34,224
| +10% | +$4.98M | 0.21% | 83 |
|
|
2020
Q2 | $37.3M | Buy |
335,548
+21,865
| +7% | +$2.18M | 0.14% | 152 |
|
|
2020
Q1 | $29.3M | Sell |
313,683
-47,496
| -13% | -$4.92M | 0.13% | 169 |
|
|
2019
Q4 | $42.3M | Buy |
361,179
+10,490
| +3% | +$1.24M | 0.15% | 151 |
|
|
2019
Q3 | $42M | Buy |
350,689
+41,468
| +13% | +$4.74M | 0.17% | 132 |
|
|
2019
Q2 | $31.9M | Sell |
309,221
-33,552
| -10% | -$3.49M | 0.13% | 170 |
|
|
2019
Q1 | $38.3M | Buy |
342,773
+17,874
| +6% | +$1.9M | 0.17% | 130 |
|
|
2018
Q4 | $31.7M | Sell |
324,899
-57,618
| -15% | -$6.25M | 0.16% | 139 |
|
|
2018
Q3 | $44.7M | Buy |
382,517
+8,614
| +2% | +$1.01M | 0.2% | 113 |
|
|
2018
Q2 | $39.7M | Buy |
373,903
+18,212
| +5% | +$2.05M | 0.19% | 122 |
|
|
2018
Q1 | $37.2M | Sell |
355,691
-34,241
| -9% | -$3.96M | 0.19% | 121 |
|
|
2017
Q4 | $46.5M | Buy |
389,932
+20,228
| +5% | +$2.38M | 0.24% | 92 |
|
|
2017
Q3 | $44.4M | Buy |
369,704
+21,655
| +6% | +$2.46M | 0.25% | 84 |
|
|
2017
Q2 | $38.5M | Sell |
348,049
-8,315
| -2% | -$889K | 0.24% | 89 |
|
|
2017
Q1 | $38.2M | Sell |
356,364
-3,428
| -1% | -$375K | 0.26% | 82 |
|
|
2016
Q4 | $41.2M | Buy |
359,792
+34,130
| +10% | +$3.85M | 0.32% | 63 |
|
|
2016
Q3 | $35.6M | Buy |
325,662
+26,345
| +9% | +$2.88M | 0.26% | 83 |
|
|
2016
Q2 | $32.2M | Buy |
299,317
+40,758
| +16% | +$4.24M | 0.25% | 87 |
|
|
2016
Q1 | $27.3M | Sell |
258,559
-14,309
| -5% | -$1.39M | 0.23% | 99 |
|
|
2015
Q4 | $26.3M | Buy |
272,868
+5,210
| +2% | +$532K | 0.24% | 95 |
|
|
2015
Q3 | $26.4M | Buy |
267,658
+49,408
| +23% | +$4.88M | 0.27% | 80 |
|
|
2015
Q2 | $21.2M | Buy |
218,250
+13,139
| +6% | +$1.31M | 0.22% | 108 |
|
|
2015
Q1 | $19.9M | Buy |
205,111
+2,522
| +1% | +$259K | 0.22% | 101 |
|
|
2014
Q4 | $22.5M | Buy |
202,589
+15,003
| +8% | +$1.58M | 0.28% | 79 |
|
|
2014
Q3 | $18.4M | Buy |
187,586
+13,172
| +8% | +$1.31M | 0.25% | 91 |
|
|
2014
Q2 | $17.9M | Buy |
174,414
+5,639
| +3% | +$566K | 0.26% | 84 |
|
|
2014
Q1 | $16.4M | Buy |
+168,775
| New | +$16.5M | 0.23% | 81 |
|
|
2013
Q4 | – | Sell |
-145,762
| Closed | -$14.4M | – | 64 |
|
|
2013
Q3 | $13.3M | Buy |
145,762
+16,892
| +13% | +$1.48M | 0.26% | 75 |
|
|
2013
Q2 | $11.1M | Buy |
+128,870
| New | +$11.1M | 0.26% | 70 |
|
Other funds holding UPS
Aperio Group's UPS Position: Q4 2020 in Review
Aperio Group increased its United Parcel Service (UPS) stake by 6.7% in Q4 2020, buying an estimated $4.16M and bringing the position to 394,432 shares worth $66.4M. The position accounts for 0.2% of the portfolio, ranked #84.
Aperio Group first reported a position in UPS in Q2 2013 and has held it in 30 quarters since. 1,941 funds tracked by Wall St. Rank hold UPS as of Q4 2020.
- Aperio Group held 394,432 shares of United Parcel Service worth $66.4M as of Q4 2020.
- Aperio Group bought 24,660 United Parcel Service shares in Q4 2020, an estimated $4.16M.
- United Parcel Service made up 0.2% of Aperio Group's portfolio in Q4 2020, its #84 holding.
- Aperio Group first reported a position in United Parcel Service in Q2 2013 and has held it in 30 quarters since.
- 1,941 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.