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Capstone Financial Group’s United Parcel Service UPS Stock Holding History

Capstone Financial Group’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 		$122K Buy
721
+331
+85% +$48.2K 0.09% 94
2020
Q2 		$45K Buy
+390
New +$38.9K 0.04% 125

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capstone Financial Group's UPS Position: Q3 2020 in Review

Capstone Financial Group increased its United Parcel Service (UPS) stake by 85% in Q3 2020, buying an estimated $48.2K and bringing the position to 721 shares worth $122K. The position accounts for 0.09% of the portfolio, ranked #94.

Capstone Financial Group first reported a position in UPS in Q2 2020 and has held it in 2 quarters since. 1,787 funds tracked by Wall St. Rank hold UPS as of Q3 2020.

  • Capstone Financial Group held 721 shares of United Parcel Service worth $122K as of Q3 2020.
  • Capstone Financial Group bought 331 United Parcel Service shares in Q3 2020, an estimated $48.2K.
  • United Parcel Service made up 0.09% of Capstone Financial Group's portfolio in Q3 2020, its #94 holding.
  • Capstone Financial Group first reported a position in United Parcel Service in Q2 2020 and has held it in 2 quarters since.
  • 1,787 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.