Arbor Wealth Management’s United Parcel Service UPS Stock Holding History

Arbor Wealth Management’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	-32,903	Closed	-$3.07M	–	40
2020 Q1	$3.07M	Buy	32,903 +13,271	+68%	+$1.37M	1.95%	17
2019 Q4	$2.3M	Sell	19,632 -21,744	-53%	-$2.57M	0.96%	31
2019 Q3	$4.96M	Sell	41,376 -7,622	-16%	-$871K	2.55%	17
2019 Q2	$5.06M	Buy	48,998 +6,687	+16%	+$696K	2.73%	16
2019 Q1	$4.73M	Sell	42,311 -304	-0.7%	-$32.2K	2.85%	12
2018 Q4	$4.16M	Buy	+42,615	New	+$4.62M	3.65%	10
2018 Q2	–	Sell	-30,267	Closed	-$3.52M	–	67
2018 Q1	$3.52M	Buy	+30,267	New	+$3.5M	3.01%	13
2016 Q1	–	Sell	-1,197	Closed	-$117K	–	124
2015 Q4	$117K	Buy	+1,197	New	+$122K	0.13%	85

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arbor Wealth Management's UPS Position: Q2 2020 in Review

Arbor Wealth Management sold out of United Parcel Service (UPS) in Q2 2020, closing a stake of 32,903 shares — an estimated $3.07M sold.

Arbor Wealth Management first reported a position in UPS in Q4 2015 and held it in 8 quarters. The position peaked at $5.06M in Q2 2019. 1,633 funds tracked by Wall St. Rank hold UPS as of Q2 2020.

Arbor Wealth Management reported no remaining United Parcel Service position as of Q2 2020 after selling out during the quarter.
Arbor Wealth Management sold 32,903 United Parcel Service shares in Q2 2020, an estimated $3.07M.
Arbor Wealth Management first reported a position in United Parcel Service in Q4 2015 and held it in 8 quarters.
Arbor Wealth Management's United Parcel Service position peaked at $5.06M in Q2 2019.
1,633 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2020.

Based on Arbor Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.