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Cedar Capital’s United Parcel Service UPS Stock Holding History

Cedar Capital’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
Q4 		– Sell
-12,668
Closed -$2.11M – 167
2020
Q3 		$2.11M Buy
12,668
+1,531
+14% +$223K 0.7% 53
2020
Q2 		$1.24M Buy
11,137
+2,405
+28% +$240K 0.47% 74
2020
Q1 		$816K Buy
8,732
+594
+7% +$61.5K 0.39% 73
2019
Q4 		$953K Buy
8,138
+868
+12% +$103K 0.44% 76
2019
Q3 		$871K Sell
7,270
-58
-0.8% -$6.63K 0.41% 74
2019
Q2 		$757K Buy
7,328
+1,590
+28% +$165K 0.32% 87
2019
Q1 		$641K Sell
5,738
-181
-3% -$19.2K 0.28% 100
2018
Q4 		$577K Sell
5,919
-44
-0.7% -$4.77K 0.29% 91
2018
Q3 		$696K Buy
5,963
+1,342
+29% +$158K 0.27% 89
2018
Q2 		$491K Buy
4,621
+1,294
+39% +$145K 0.22% 91
2018
Q1 		$348K Buy
3,327
+678
+26% +$78.4K 0.16% 108
2017
Q4 		$316K Buy
2,649
+559
+27% +$65.7K 0.15% 95
2017
Q3 		$251K Buy
2,090
+96
+5% +$10.9K 0.12% 99
2017
Q2 		$221K Buy
+1,994
New +$213K 0.1% 104

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cedar Capital's UPS Position: Q4 2020 in Review

Cedar Capital sold out of United Parcel Service (UPS) in Q4 2020, closing a stake of 12,668 shares — an estimated $2.11M sold.

Cedar Capital first reported a position in UPS in Q2 2017 and held it in 14 quarters. The position peaked at $2.11M in Q3 2020. 1,940 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

  • Cedar Capital reported no remaining United Parcel Service position as of Q4 2020 after selling out during the quarter.
  • Cedar Capital sold 12,668 United Parcel Service shares in Q4 2020, an estimated $2.11M.
  • Cedar Capital first reported a position in United Parcel Service in Q2 2017 and held it in 14 quarters.
  • Cedar Capital's United Parcel Service position peaked at $2.11M in Q3 2020.
  • 1,940 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on Cedar Capital's 13F filing for Q4 2020, filed 5 Feb 2021.