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

Capstone Triton 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
2021
Q1 		– Sell
-683
Closed -$115K – 303
2020
Q4 		$115K Buy
+683
New +$115K 0.07% 143

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capstone Triton Financial Group's UPS Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of United Parcel Service (UPS) in Q1 2021, closing a stake of 683 shares — an estimated $115K sold.

Capstone Triton Financial Group first reported a position in UPS in Q4 2020 and held it in 1 quarter. The position peaked at $115K in Q4 2020. 1,963 funds tracked by Wall St. Rank hold UPS as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining United Parcel Service position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 683 United Parcel Service shares in Q1 2021, an estimated $115K.
  • Capstone Triton Financial Group first reported a position in United Parcel Service in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's United Parcel Service position peaked at $115K in Q4 2020.
  • 1,963 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.