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Cascadia Advisory Services’s United Parcel Service UPS Stock Holding History

Cascadia Advisory Services’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
Q3 		$657K Buy
3,606
+639
+22% +$126K 0.13% 156
2021
Q2 		$617K Hold
2,967
– – 0.13% 157
2021
Q1 		$504K Buy
+2,967
New +$480K 0.11% 161
2020
Q3 		$522K Buy
+3,134
New +$456K 0.15% 156

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cascadia Advisory Services's UPS Position: Q3 2021 in Review

Cascadia Advisory Services increased its United Parcel Service (UPS) stake by 22% in Q3 2021, buying an estimated $126K and bringing the position to 3,606 shares worth $657K. The position accounts for 0.13% of the portfolio, ranked #156.

Cascadia Advisory Services first reported a position in UPS in Q3 2020 and has held it in 4 quarters since. 1,977 funds tracked by Wall St. Rank hold UPS as of Q3 2021.

  • Cascadia Advisory Services held 3,606 shares of United Parcel Service worth $657K as of Q3 2021.
  • Cascadia Advisory Services bought 639 United Parcel Service shares in Q3 2021, an estimated $126K.
  • United Parcel Service made up 0.13% of Cascadia Advisory Services's portfolio in Q3 2021, its #156 holding.
  • Cascadia Advisory Services first reported a position in United Parcel Service in Q3 2020 and has held it in 4 quarters since.
  • 1,977 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.