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Bell Rock Capital’s United Parcel Service UPS Stock Holding History

Bell Rock Capital’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
Q1 		– Sell
-9
Closed -$1K – 287
2019
Q4 		$1K Hold
9
– – ﹤0.01% 373
2019
Q3 		$1K Buy
+9
New +$1.03K ﹤0.01% 355
2019
Q2 		– Sell
-559
Closed -$62K – 457
2019
Q1 		$62K Hold
559
– – 0.04% 213
2018
Q4 		$55K Sell
559
-531
-49% -$57.6K 0.04% 224
2018
Q3 		$127K Sell
1,090
-1,260
-54% -$148K 0.06% 172
2018
Q2 		$131K Buy
2,350
+495
+27% +$55.6K 0.07% 165
2018
Q1 		$195K Sell
1,855
-1,605
-46% -$186K 0.1% 127
2017
Q4 		$412K Sell
3,460
-1,740
-33% -$204K 0.22% 83
2017
Q3 		$622K Sell
5,200
-420
-7% -$47.7K 0.36% 63
2017
Q2 		$624K Buy
+5,620
New +$601K 0.38% 64

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bell Rock Capital's UPS Position: Q1 2020 in Review

Bell Rock Capital sold out of United Parcel Service (UPS) in Q1 2020, closing a stake of 9 shares — an estimated $1K sold.

Bell Rock Capital first reported a position in UPS in Q2 2017 and held it in 10 quarters. The position peaked at $624K in Q2 2017. 1,602 funds tracked by Wall St. Rank hold UPS as of Q1 2020.

  • Bell Rock Capital reported no remaining United Parcel Service position as of Q1 2020 after selling out during the quarter.
  • Bell Rock Capital sold 9 United Parcel Service shares in Q1 2020, an estimated $1K.
  • Bell Rock Capital first reported a position in United Parcel Service in Q2 2017 and held it in 10 quarters.
  • Bell Rock Capital's United Parcel Service position peaked at $624K in Q2 2017.
  • 1,602 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.