Clear Perspective Advisors’s United Parcel Service UPS Stock Holding History

Clear Perspective 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
2021 Q4	$1.16M	Buy	5,417 +9	+0.2%	+$1.83K	0.35%	55
2021 Q3	$985K	Buy	5,408 +85	+2%	+$16.8K	0.34%	56
2021 Q2	$1.11M	Buy	5,323 +42	+0.8%	+$8.4K	0.38%	50
2021 Q1	$898K	Buy	5,281 +245	+5%	+$39.6K	0.35%	60
2020 Q4	$848K	Sell	5,036 -341	-6%	-$57.6K	0.35%	55
2020 Q3	$1.65K	Sell	5,377 -160	-3%	-$23.3K	0.78%	23
2020 Q2	$616K	Sell	5,537 -935	-14%	-$93.3K	0.34%	54
2020 Q1	$605K	Buy	6,472 +266	+4%	+$27.6K	0.4%	51
2019 Q4	$726K	Sell	6,206 -8,726	-58%	-$1.03M	0.45%	53
2019 Q3	$1.67M	Buy	14,932 +7,476	+100%	+$855K	0.76%	32
2019 Q2	$770K	Buy	7,456 +133	+2%	+$13.8K	0.49%	51
2019 Q1	$834K	Hold	7,323	–	–	0.59%	46
2018 Q4	$714K	Buy	7,323 +2,157	+42%	+$234K	0.59%	49
2018 Q3	$603K	Hold	5,166	–	–	0.45%	73
2018 Q2	$549K	Buy	5,166 +25	+0.5%	+$2.81K	0.38%	76
2018 Q1	$538K	Buy	5,141 +587	+13%	+$67.8K	0.4%	73
2017 Q4	$543K	Hold	4,554	–	–	0.42%	67
2017 Q3	$547K	Hold	4,554	–	–	0.45%	59
2017 Q2	$504K	Sell	4,554 -140	-3%	-$15K	0.42%	64
2017 Q1	$504K	Sell	4,694 -1,250	-21%	-$137K	0.33%	66
2016 Q4	$681K	Buy	+5,944	New	+$670K	0.45%	52

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Clear Perspective Advisors's UPS Position: Q4 2021 in Review

Clear Perspective Advisors increased its United Parcel Service (UPS) stake by 0.17% in Q4 2021, buying an estimated $1.83K and bringing the position to 5,417 shares worth $1.16M. The position accounts for 0.35% of the portfolio, ranked #55.

Clear Perspective Advisors first reported a position in UPS in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.67M in Q3 2019. 2,230 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

Clear Perspective Advisors held 5,417 shares of United Parcel Service worth $1.16M as of Q4 2021.
Clear Perspective Advisors bought 9 United Parcel Service shares in Q4 2021, an estimated $1.83K.
United Parcel Service made up 0.35% of Clear Perspective Advisors's portfolio in Q4 2021, its #55 holding.
Clear Perspective Advisors first reported a position in United Parcel Service in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's United Parcel Service position peaked at $1.67M in Q3 2019.
2,230 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.