Claraphi Advisory Network’s United Parcel Service UPS Stock Holding History

Claraphi Advisory Network’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	-5,385	Closed	-$907K	–	338
2020 Q4	$907K	Buy	5,385 +532	+11%	+$89.8K	0.25%	82
2020 Q3	$809K	Buy	4,853 +309	+7%	+$45K	0.29%	66
2020 Q2	$505K	Sell	4,544 -247	-5%	-$24.7K	0.22%	96
2020 Q1	$448K	Buy	+4,791	New	+$496K	0.21%	93
2019 Q1	–	Sell	-2,057	Closed	-$201K	–	253
2018 Q4	$201K	Sell	2,057 -474	-19%	-$51.4K	0.15%	187
2018 Q3	$296K	Sell	2,531 -199	-7%	-$23.4K	0.17%	168
2018 Q2	$291K	Sell	2,730 -26	-0.9%	-$2.92K	0.19%	161
2018 Q1	$289K	Buy	+2,756	New	+$319K	0.2%	152

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Claraphi Advisory Network's UPS Position: Q1 2021 in Review

Claraphi Advisory Network sold out of United Parcel Service (UPS) in Q1 2021, closing a stake of 5,385 shares — an estimated $907K sold.

Claraphi Advisory Network first reported a position in UPS in Q1 2018 and held it in 8 quarters. The position peaked at $907K in Q4 2020. 1,962 funds tracked by Wall St. Rank hold UPS as of Q1 2021.

Claraphi Advisory Network reported no remaining United Parcel Service position as of Q1 2021 after selling out during the quarter.
Claraphi Advisory Network sold 5,385 United Parcel Service shares in Q1 2021, an estimated $907K.
Claraphi Advisory Network first reported a position in United Parcel Service in Q1 2018 and held it in 8 quarters.
Claraphi Advisory Network's United Parcel Service position peaked at $907K in Q4 2020.
1,962 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2021.

Based on Claraphi Advisory Network's 13F filing for Q1 2021, filed 30 Apr 2021.