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Benson Investment Management Company’s United Parcel Service UPS Stock Holding History

Benson Investment Management Company’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
Q2 		– Sell
-31,795
Closed -$2.97M – 60
2020
Q1 		$2.97M Buy
31,795
+630
+2% +$65.3K 2.38% 24
2019
Q4 		$3.65M Sell
31,165
-275
-0.9% -$32.6K 2.35% 23
2019
Q3 		$3.77M Sell
31,440
-1,055
-3% -$121K 2.71% 13
2019
Q2 		$3.36M Buy
+32,495
New +$3.38M 2.53% 21

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Benson Investment Management Company's UPS Position: Q2 2020 in Review

Benson Investment Management Company sold out of United Parcel Service (UPS) in Q2 2020, closing a stake of 31,795 shares — an estimated $2.97M sold.

Benson Investment Management Company first reported a position in UPS in Q2 2019 and held it in 4 quarters. The position peaked at $3.77M in Q3 2019. 1,633 funds tracked by Wall St. Rank hold UPS as of Q2 2020.

  • Benson Investment Management Company reported no remaining United Parcel Service position as of Q2 2020 after selling out during the quarter.
  • Benson Investment Management Company sold 31,795 United Parcel Service shares in Q2 2020, an estimated $2.97M.
  • Benson Investment Management Company first reported a position in United Parcel Service in Q2 2019 and held it in 4 quarters.
  • Benson Investment Management Company's United Parcel Service position peaked at $3.77M in Q3 2019.
  • 1,633 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2020.

Based on Benson Investment Management Company's 13F filing for Q2 2020, filed 5 Aug 2020.