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Crystal Rock Capital Management’s United Parcel Service UPS Stock Holding History

Crystal Rock Capital Management’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
-13,380
Closed -$2.25M – 39
2020
Q4 		$2.25M Sell
13,380
-1,150
-8% -$194K 1.29% 29
2020
Q3 		$2.42M Buy
+14,530
New +$2.12M 1.53% 27

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Crystal Rock Capital Management's UPS Position: Q1 2021 in Review

Crystal Rock Capital Management sold out of United Parcel Service (UPS) in Q1 2021, closing a stake of 13,380 shares — an estimated $2.25M sold.

Crystal Rock Capital Management first reported a position in UPS in Q3 2020 and held it in 2 quarters. The position peaked at $2.42M in Q3 2020. 1,962 funds tracked by Wall St. Rank hold UPS as of Q1 2021.

  • Crystal Rock Capital Management reported no remaining United Parcel Service position as of Q1 2021 after selling out during the quarter.
  • Crystal Rock Capital Management sold 13,380 United Parcel Service shares in Q1 2021, an estimated $2.25M.
  • Crystal Rock Capital Management first reported a position in United Parcel Service in Q3 2020 and held it in 2 quarters.
  • Crystal Rock Capital Management's United Parcel Service position peaked at $2.42M in Q3 2020.
  • 1,962 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2021.

Based on Crystal Rock Capital Management's 13F filing for Q1 2021, filed 7 May 2021.