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Barometer Capital Management’s United Parcel Service UPS Stock Holding History

Barometer Capital 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
Q4 		– Sell
-2,800
Closed -$467K – 190
2020
Q3 		$467K Buy
+2,800
New +$408K 0.09% 111
2017
Q1 		– Sell
-32,400
Closed -$3.71M – 176
2016
Q4 		$3.71M Buy
+32,400
New +$3.65M 0.42% 62

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Barometer Capital Management's UPS Position: Q4 2020 in Review

Barometer Capital Management sold out of United Parcel Service (UPS) in Q4 2020, closing a stake of 2,800 shares — an estimated $467K sold.

Barometer Capital Management first reported a position in UPS in Q4 2016 and held it in 2 quarters. The position peaked at $3.71M in Q4 2016. 1,940 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

  • Barometer Capital Management reported no remaining United Parcel Service position as of Q4 2020 after selling out during the quarter.
  • Barometer Capital Management sold 2,800 United Parcel Service shares in Q4 2020, an estimated $467K.
  • Barometer Capital Management first reported a position in United Parcel Service in Q4 2016 and held it in 2 quarters.
  • Barometer Capital Management's United Parcel Service position peaked at $3.71M in Q4 2016.
  • 1,940 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on Barometer Capital Management's 13F filing for Q4 2020, filed 9 Feb 2021.