BWP
UPS icon

Bernardo Wealth Planning’s United Parcel Service UPS Stock Holding History

Bernardo Wealth Planning’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
Q1 		– Sell
-15,283
Closed -$2.57M – 146
2020
Q4 		$2.57M Buy
15,283
+232
+2% +$39.2K 0.99% 21
2020
Q3 		$2.51M Sell
15,051
-2
-0% -$291 1.13% 18
2020
Q2 		$1.67M Buy
15,053
+39
+0.3% +$3.89K 0.9% 22
2020
Q1 		$1.4M Sell
15,014
-134
-0.9% -$13.9K 0.97% 23
2019
Q4 		$1.77M Sell
15,148
-92
-0.6% -$10.9K 1.08% 21
2019
Q3 		$1.83M Sell
15,240
-100
-0.7% -$11.4K 1.32% 16
2019
Q2 		$1.58M Buy
15,340
+88
+0.6% +$9.15K 1.24% 18
2019
Q1 		$1.7M Sell
15,252
-1
-0% -$106 1.35% 19
2018
Q4 		$1.49M Buy
+15,253
New +$1.65M 1.32% 17

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return