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Berman Capital Advisors’s United Parcel Service UPS Stock Holding History

Berman Capital Advisors’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
Q3 		$710K Buy
3,907
+153
+4% +$30.2K 0.11% 100
2021
Q2 		$780K Buy
3,754
+459
+14% +$91.8K 0.12% 82
2021
Q1 		$559K Buy
3,295
+350
+12% +$56.6K 0.12% 91
2020
Q4 		$495K Buy
2,945
+101
+4% +$17K 0.12% 87
2020
Q3 		$473K Buy
2,844
+1,769
+165% +$258K 0.13% 76
2020
Q2 		$118K Sell
1,075
-6
-0.6% -$599 0.03% 202
2020
Q1 		$100K Buy
1,081
+313
+41% +$32.4K 0.03% 193
2019
Q4 		$89K Buy
768
+74
+11% +$8.76K 0.03% 237
2019
Q3 		$83K Buy
694
+168
+32% +$19.2K 0.03% 235
2019
Q2 		$54K Sell
526
-269
-34% -$28K 0.02% 291
2019
Q1 		$88K Sell
795
-3,417
-81% -$362K 0.03% 210
2018
Q4 		$410K Buy
+4,212
New +$457K 0.16% 59
2018
Q3 		– Sell
-1,976
Closed -$210K – 124
2018
Q2 		$210K Sell
1,976
-50
-2% -$5.62K 0.07% 110
2018
Q1 		$212K Buy
+2,026
New +$234K 0.08% 96

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berman Capital Advisors's UPS Position: Q3 2021 in Review

Berman Capital Advisors increased its United Parcel Service (UPS) stake by 4.1% in Q3 2021, buying an estimated $30.2K and bringing the position to 3,907 shares worth $710K. The position accounts for 0.11% of the portfolio, ranked #100.

Berman Capital Advisors first reported a position in UPS in Q1 2018 and has held it in 14 quarters since. The position peaked at $780K in Q2 2021. 1,977 funds tracked by Wall St. Rank hold UPS as of Q3 2021.

  • Berman Capital Advisors held 3,907 shares of United Parcel Service worth $710K as of Q3 2021.
  • Berman Capital Advisors bought 153 United Parcel Service shares in Q3 2021, an estimated $30.2K.
  • United Parcel Service made up 0.11% of Berman Capital Advisors's portfolio in Q3 2021, its #100 holding.
  • Berman Capital Advisors first reported a position in United Parcel Service in Q1 2018 and has held it in 14 quarters since.
  • Berman Capital Advisors's United Parcel Service position peaked at $780K in Q2 2021.
  • 1,977 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.