Clarfeld Financial Advisors’s United Parcel Service UPS Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$12K	Buy	+123	New	+$13.3K	0.01%	210

Other funds holding UPS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clarfeld Financial Advisors's UPS Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in United Parcel Service (UPS) in Q4 2018: 123 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #210 among its holdings.

1,432 funds tracked by Wall St. Rank hold UPS as of Q4 2018.

Clarfeld Financial Advisors held 123 shares of United Parcel Service worth $12K as of Q4 2018.
United Parcel Service was a new Clarfeld Financial Advisors position in Q4 2018.
United Parcel Service made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #210 holding.
1,432 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.