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Connors Investor Services’s United Parcel Service UPS Stock Holding History

Connors Investor Services’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
-5,281
Closed -$880K – 152
2020
Q3 		$880K Sell
5,281
-100
-2% -$14.6K 0.12% 98
2020
Q2 		$598K Hold
5,381
– – 0.09% 100
2020
Q1 		$503K Hold
5,381
– – 0.09% 99
2019
Q4 		$630K Sell
5,381
-5,300
-50% -$627K 0.08% 99
2019
Q3 		$1.28M Sell
10,681
-4,200
-28% -$480K 0.18% 91
2019
Q2 		$1.54M Hold
14,881
– – 0.2% 90
2019
Q1 		$1.66M Hold
14,881
– – 0.23% 87
2018
Q4 		$1.45M Hold
14,881
– – 0.23% 85
2018
Q3 		$1.74M Hold
14,881
– – 0.23% 88
2018
Q2 		$1.58M Hold
14,881
– – 0.22% 92
2018
Q1 		$1.56M Buy
14,881
+9,200
+162% +$1.06M 0.23% 92
2017
Q4 		$677K Sell
5,681
-1,000
-15% -$118K 0.1% 96
2017
Q3 		$802K Hold
6,681
– – 0.12% 94
2017
Q2 		$739K Hold
6,681
– – 0.12% 95
2017
Q1 		$717K Sell
6,681
-1,000
-13% -$109K 0.12% 95
2016
Q4 		$881K Sell
7,681
-48
-0.6% -$5.41K 0.15% 96
2016
Q3 		$845K Hold
7,729
– – 0.15% 95
2016
Q2 		$833K Hold
7,729
– – 0.16% 93
2016
Q1 		$815K Hold
7,729
– – 0.16% 93
2015
Q4 		$744K Buy
7,729
+1,048
+16% +$107K 0.15% 91
2015
Q3 		$659K Hold
6,681
– – 0.15% 94
2015
Q2 		$522K Hold
6,681
– – 0.11% 96
2015
Q1 		$648K Hold
6,681
– – 0.14% 95
2014
Q4 		$743K Hold
6,681
– – 0.17% 94
2014
Q3 		$657K Sell
6,681
-101,312
-94% -$10.1M 0.16% 93
2014
Q2 		$11.1M Hold
107,993
– – 2.64% 3
2014
Q1 		$10.5M Buy
107,993
+5,275
+5% +$514K 2.54% 3
2013
Q4 		$10.8M Buy
+102,718
New +$10.1M 2.68% 3

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

Connors Investor Services's UPS Position: Q4 2020 in Review

Connors Investor Services sold out of United Parcel Service (UPS) in Q4 2020, closing a stake of 5,281 shares — an estimated $880K sold.

Connors Investor Services first reported a position in UPS in Q4 2013 and held it in 28 quarters. The position peaked at $11.1M in Q2 2014. 1,941 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

  • Connors Investor Services reported no remaining United Parcel Service position as of Q4 2020 after selling out during the quarter.
  • Connors Investor Services sold 5,281 United Parcel Service shares in Q4 2020, an estimated $880K.
  • Connors Investor Services first reported a position in United Parcel Service in Q4 2013 and held it in 28 quarters.
  • Connors Investor Services's United Parcel Service position peaked at $11.1M in Q2 2014.
  • 1,941 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on Connors Investor Services's 13F filing for Q4 2020, filed 16 Feb 2021.