C-J Advisory’s United Parcel Service UPS Stock Holding History

C-J Advisory’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
2019 Q4	–	Sell	-113	Closed	-$14K	–	146
2019 Q3	$14K	Hold	113	–	–	0.01%	121
2019 Q2	$12K	Hold	113	–	–	0.01%	125
2019 Q1	$13K	Hold	113	–	–	0.01%	138
2018 Q4	$11K	Hold	113	–	–	0.01%	109
2018 Q3	$13K	Hold	113	–	–	0.01%	111
2018 Q2	$12K	Hold	113	–	–	0.01%	110
2018 Q1	$12K	Hold	113	–	–	0.01%	108
2017 Q4	$13K	Hold	113	–	–	0.01%	104
2017 Q3	$14K	Hold	113	–	–	0.01%	97
2017 Q2	$12K	Hold	113	–	–	0.01%	100
2017 Q1	$12K	Sell	113 -65	-37%	-$7.1K	0.01%	101
2016 Q4	$20K	Hold	178	–	–	0.02%	77
2016 Q3	$19K	Buy	+178	New	+$19.4K	0.02%	81

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

C-J Advisory's UPS Position: Q4 2019 in Review

C-J Advisory sold out of United Parcel Service (UPS) in Q4 2019, closing a stake of 113 shares — an estimated $14K sold.

C-J Advisory first reported a position in UPS in Q3 2016 and held it in 13 quarters. The position peaked at $20K in Q4 2016. 1,624 funds tracked by Wall St. Rank hold UPS as of Q4 2019.

C-J Advisory reported no remaining United Parcel Service position as of Q4 2019 after selling out during the quarter.
C-J Advisory sold 113 United Parcel Service shares in Q4 2019, an estimated $14K.
C-J Advisory first reported a position in United Parcel Service in Q3 2016 and held it in 13 quarters.
C-J Advisory's United Parcel Service position peaked at $20K in Q4 2016.
1,624 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2019.

Based on C-J Advisory's 13F filing for Q4 2019, filed 10 Feb 2020.