Braun Stacey Associates’s United Parcel Service UPS Stock Holding History

Braun Stacey Associates’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 Q2	–	Sell	-2,814	Closed	-$478K	–	144
2021 Q1	$478K	Sell	2,814 -1,000	-26%	-$162K	0.02%	124
2020 Q4	$642K	Buy	+3,814	New	+$644K	0.03%	115
2020 Q1	–	Sell	-1,750	Closed	-$205K	–	127
2019 Q4	$205K	Buy	+1,750	New	+$207K	0.01%	121
2014 Q1	–	Sell	-1,900	Closed	-$200K	–	163
2013 Q4	$200K	Buy	+1,900	New	+$187K	0.01%	150
2013 Q3	–	Sell	-2,500	Closed	-$216K	–	166
2013 Q2	$216K	Buy	+2,500	New	+$214K	0.01%	150

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Braun Stacey Associates's UPS Position: Q2 2021 in Review

Braun Stacey Associates sold out of United Parcel Service (UPS) in Q2 2021, closing a stake of 2,814 shares — an estimated $478K sold.

Braun Stacey Associates first reported a position in UPS in Q2 2013 and held it in 5 quarters. The position peaked at $642K in Q4 2020. 2,009 funds tracked by Wall St. Rank hold UPS as of Q2 2021.

Braun Stacey Associates reported no remaining United Parcel Service position as of Q2 2021 after selling out during the quarter.
Braun Stacey Associates sold 2,814 United Parcel Service shares in Q2 2021, an estimated $478K.
Braun Stacey Associates first reported a position in United Parcel Service in Q2 2013 and held it in 5 quarters.
Braun Stacey Associates's United Parcel Service position peaked at $642K in Q4 2020.
2,009 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2021.

Based on Braun Stacey Associates's 13F filing for Q2 2021, filed 23 Jul 2021.