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Clarus Wealth Advisors’s United Parcel Service UPS Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-640
Closed -$66K – 518
2019
Q2 		$66K Sell
640
-50
-7% -$5.2K 0.05% 243
2019
Q1 		$77K Sell
690
-898
-57% -$95.2K 0.06% 233
2018
Q4 		$155K Buy
1,588
+5
+0.3% +$542 0.24% 116
2018
Q3 		$185K Sell
1,583
-106
-6% -$12.5K 0.12% 141
2018
Q2 		$177K Buy
+1,689
New +$190K 0.13% 127
2018
Q1 		– Sell
-1,744
Closed -$208K – 149
2017
Q4 		$208K Buy
+1,744
New +$205K 0.2% 108

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Clarus Wealth Advisors's UPS Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of United Parcel Service (UPS) in Q3 2019, closing a stake of 640 shares — an estimated $66K sold.

Clarus Wealth Advisors first reported a position in UPS in Q4 2017 and held it in 6 quarters. The position peaked at $208K in Q4 2017. 1,487 funds tracked by Wall St. Rank hold UPS as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining United Parcel Service position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 640 United Parcel Service shares in Q3 2019, an estimated $66K.
  • Clarus Wealth Advisors first reported a position in United Parcel Service in Q4 2017 and held it in 6 quarters.
  • Clarus Wealth Advisors's United Parcel Service position peaked at $208K in Q4 2017.
  • 1,487 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.