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Ashburton (Jersey)’s United Parcel Service UPS Stock Holding History

Ashburton (Jersey)’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
Q2 		– Sell
-62
Closed -$11K – 69
2021
Q1 		$11K Hold
62
– – 0.01% 53
2020
Q4 		$10K Hold
62
– – ﹤0.01% 63
2020
Q3 		$7K Hold
62
– – ﹤0.01% 68
2020
Q2 		$7K Sell
62
-352
-85% -$35.1K ﹤0.01% 68
2020
Q1 		$39K Hold
414
– – 0.02% 59
2019
Q4 		$48K Sell
414
-17
-4% -$2.01K 0.02% 63
2019
Q3 		$52K Hold
431
– – 0.03% 63
2019
Q2 		$45K Buy
+431
New +$44.8K 0.02% 73

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 $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ashburton (Jersey)'s UPS Position: Q2 2021 in Review

Ashburton (Jersey) sold out of United Parcel Service (UPS) in Q2 2021, closing a stake of 62 shares — an estimated $11K sold.

Ashburton (Jersey) first reported a position in UPS in Q2 2019 and held it in 8 quarters. The position peaked at $52K in Q3 2019. 2,011 funds tracked by Wall St. Rank hold UPS as of Q2 2021.

  • Ashburton (Jersey) reported no remaining United Parcel Service position as of Q2 2021 after selling out during the quarter.
  • Ashburton (Jersey) sold 62 United Parcel Service shares in Q2 2021, an estimated $11K.
  • Ashburton (Jersey) first reported a position in United Parcel Service in Q2 2019 and held it in 8 quarters.
  • Ashburton (Jersey)'s United Parcel Service position peaked at $52K in Q3 2019.
  • 2,011 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2021.

Based on Ashburton (Jersey)'s 13F filing for Q2 2021, filed 26 May 2023.