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Atlanta Financial Associates’s United Parcel Service UPS Stock Holding History

Atlanta Financial Associates’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 		$323K Hold
1,919
– – 0.15% 49
2020
Q4 		$323K Hold
1,919
– – 0.15% 50
2020
Q3 		$320K Buy
1,919
+104
+6% +$15.1K 0.16% 45
2020
Q2 		$202K Buy
+1,815
New +$181K 0.11% 65

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

Atlanta Financial Associates's UPS Position: Q1 2021 in Review

Atlanta Financial Associates held its United Parcel Service (UPS) position steady in Q1 2021 at 1,919 shares worth $323K. The position accounts for 0.15% of the portfolio, ranked #49.

Atlanta Financial Associates first reported a position in UPS in Q2 2020 and has held it in 4 quarters since. 1,962 funds tracked by Wall St. Rank hold UPS as of Q1 2021.

  • Atlanta Financial Associates held 1,919 shares of United Parcel Service worth $323K as of Q1 2021.
  • Atlanta Financial Associates left its United Parcel Service share count unchanged in Q1 2021.
  • United Parcel Service made up 0.15% of Atlanta Financial Associates's portfolio in Q1 2021, its #49 holding.
  • Atlanta Financial Associates first reported a position in United Parcel Service in Q2 2020 and has held it in 4 quarters since.
  • 1,962 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.