CWM
UPS icon

Campbell Wealth Management’s United Parcel Service UPS Stock Holding History

Campbell Wealth Management’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
Q3 		– Sell
-109
Closed -$12K – 320
2020
Q2 		$12K Buy
+109
New +$10.9K ﹤0.01% 261

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Campbell Wealth Management's UPS Position: Q3 2020 in Review

Campbell Wealth Management sold out of United Parcel Service (UPS) in Q3 2020, closing a stake of 109 shares — an estimated $12K sold.

Campbell Wealth Management first reported a position in UPS in Q2 2020 and held it in 1 quarter. The position peaked at $12K in Q2 2020. 1,787 funds tracked by Wall St. Rank hold UPS as of Q3 2020.

  • Campbell Wealth Management reported no remaining United Parcel Service position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 109 United Parcel Service shares in Q3 2020, an estimated $12K.
  • Campbell Wealth Management first reported a position in United Parcel Service in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's United Parcel Service position peaked at $12K in Q2 2020.
  • 1,787 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.