CSat Investment Advisory’s United Parcel Service UPS Stock Holding History

CSat Investment Advisory’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	$6K	Buy	33 +8	+32%	+$1.29K	0.01%	487
2020 Q4	$4K	Sell	25 -3,792	-99%	-$640K	﹤0.01%	500
2020 Q3	$636K	Sell	3,817 -8,908	-70%	-$1.3M	0.06%	163
2020 Q2	$1.42M	Sell	12,725 -1,469	-10%	-$147K	0.17%	61
2020 Q1	$1.33M	Buy	14,194 +1,714	+14%	+$178K	0.28%	46
2019 Q4	$1.46M	Sell	12,480 -1,650	-12%	-$195K	0.38%	47
2019 Q3	$1.69M	Sell	14,130 -613	-4%	-$70.1K	0.53%	25
2019 Q2	$1.52M	Sell	14,743 -3,467	-19%	-$361K	0.54%	31
2019 Q1	$2.04M	Buy	18,210 +2,399	+15%	+$254K	1.03%	18
2018 Q4	$1.54M	Sell	15,811 -340	-2%	-$36.9K	0.92%	25
2018 Q3	$1.89M	Buy	16,151 +720	+5%	+$84.7K	1.07%	24
2018 Q2	$1.64M	Buy	+15,431	New	+$1.73M	0.87%	30

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CSat Investment Advisory's UPS Position: Q1 2021 in Review

CSat Investment Advisory increased its United Parcel Service (UPS) stake by 32% in Q1 2021, buying an estimated $1.29K and bringing the position to 33 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #487.

CSat Investment Advisory first reported a position in UPS in Q2 2018 and has held it in 12 quarters since. The position peaked at $2.04M in Q1 2019. 1,963 funds tracked by Wall St. Rank hold UPS as of Q1 2021.

CSat Investment Advisory held 33 shares of United Parcel Service worth $6K as of Q1 2021.
CSat Investment Advisory bought 8 United Parcel Service shares in Q1 2021, an estimated $1.29K.
United Parcel Service made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #487 holding.
CSat Investment Advisory first reported a position in United Parcel Service in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's United Parcel Service position peaked at $2.04M in Q1 2019.
1,963 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.