Beacon Capital Management Inc (Ohio)’s United Parcel Service UPS Stock Holding History

Beacon Capital Management Inc (Ohio)’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	-12	Closed	-$2K	–	98
2020 Q3	$2K	Buy	+12	New	+$1.75K	﹤0.01%	86
2020 Q2	–	Sell	-22	Closed	-$2K	–	105
2020 Q1	$2K	Buy	+22	New	+$2.28K	﹤0.01%	78
2019 Q3	–	Sell	-1	Closed	–	–	158
2019 Q2	$0	Buy	+1	New	+$104	﹤0.01%	174
2015 Q4	–	Sell	-2	Closed	–	–	381
2015 Q3	$0	Buy	+2	New	+$198	﹤0.01%	288
2014 Q2	–	Sell	-6	Closed	-$1K	–	281
2014 Q1	$1K	Buy	+6	New	+$585	﹤0.01%	231

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Beacon Capital Management Inc (Ohio)'s UPS Position: Q4 2020 in Review

Beacon Capital Management Inc (Ohio) sold out of United Parcel Service (UPS) in Q4 2020, closing a stake of 12 shares — an estimated $2K sold.

Beacon Capital Management Inc (Ohio) first reported a position in UPS in Q1 2014 and held it in 5 quarters. The position peaked at $2K in Q3 2020. 1,940 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

Beacon Capital Management Inc (Ohio) reported no remaining United Parcel Service position as of Q4 2020 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 12 United Parcel Service shares in Q4 2020, an estimated $2K.
Beacon Capital Management Inc (Ohio) first reported a position in United Parcel Service in Q1 2014 and held it in 5 quarters.
Beacon Capital Management Inc (Ohio)'s United Parcel Service position peaked at $2K in Q3 2020.
1,940 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2020, filed 27 Jan 2021.