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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bernardo Wealth Planning's UPS Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of United Parcel Service (UPS) in Q1 2021, closing a stake of 15,283 shares — an estimated $2.57M sold.

Bernardo Wealth Planning first reported a position in UPS in Q4 2018 and held it in 9 quarters. The position peaked at $2.57M in Q4 2020. 1,962 funds tracked by Wall St. Rank hold UPS as of Q1 2021.

Bernardo Wealth Planning reported no remaining United Parcel Service position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 15,283 United Parcel Service shares in Q1 2021, an estimated $2.57M.
Bernardo Wealth Planning first reported a position in United Parcel Service in Q4 2018 and held it in 9 quarters.
Bernardo Wealth Planning's United Parcel Service position peaked at $2.57M in Q4 2020.
1,962 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.