BMT Investment Advisors’s United Parcel Service UPS Stock Holding History

BMT Investment 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
2020 Q1	$2.33M	Hold	24,956	–	–	1.46%	27
2019 Q4	$2.92M	Hold	24,956	–	–	1.34%	26
2019 Q3	$2.99M	Buy	24,956 +2,910	+13%	+$333K	1.53%	16
2019 Q2	$2.28M	Buy	22,046 +174	+0.8%	+$18.1K	1.19%	41
2019 Q1	$2.44M	Buy	21,872 +733	+3%	+$77.7K	1.34%	27
2018 Q4	$2.06M	Buy	21,139 +2,000	+10%	+$217K	1.31%	31
2018 Q3	$2.23M	Buy	19,139 +1,512	+9%	+$178K	1.28%	33
2018 Q2	$1.87M	Sell	17,627 -1,500	-8%	-$168K	1.19%	44
2018 Q1	$2M	Buy	19,127 +1,279	+7%	+$148K	1.35%	24
2017 Q4	$2.13M	Buy	17,848 +5,158	+41%	+$606K	1.54%	11
2017 Q3	$1.52M	Buy	+12,690	New	+$1.44M	1.41%	24

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BMT Investment Advisors's UPS Position: Q1 2020 in Review

BMT Investment Advisors held its United Parcel Service (UPS) position steady in Q1 2020 at 24,956 shares worth $2.33M. The position accounts for 1.46% of the portfolio, ranked #27.

BMT Investment Advisors first reported a position in UPS in Q3 2017 and has held it in 11 quarters since. The position peaked at $2.99M in Q3 2019. 1,603 funds tracked by Wall St. Rank hold UPS as of Q1 2020.

BMT Investment Advisors held 24,956 shares of United Parcel Service worth $2.33M as of Q1 2020.
BMT Investment Advisors left its United Parcel Service share count unchanged in Q1 2020.
United Parcel Service made up 1.46% of BMT Investment Advisors's portfolio in Q1 2020, its #27 holding.
BMT Investment Advisors first reported a position in United Parcel Service in Q3 2017 and has held it in 11 quarters since.
BMT Investment Advisors's United Parcel Service position peaked at $2.99M in Q3 2019.
1,603 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.