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Dalton, Greiner, Hartman, Maher & Co’s United Parcel Service UPS Stock Holding History

Dalton, Greiner, Hartman, Maher & Co’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
Q2 		– Sell
-5,283
Closed -$898K – 122
2021
Q1 		$898K Sell
5,283
-2,446
-32% -$396K 0.71% 59
2020
Q4 		$1.3M Buy
+7,729
New +$1.3M 0.27% 91

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dalton, Greiner, Hartman, Maher & Co's UPS Position: Q2 2021 in Review

Dalton, Greiner, Hartman, Maher & Co sold out of United Parcel Service (UPS) in Q2 2021, closing a stake of 5,283 shares — an estimated $898K sold.

Dalton, Greiner, Hartman, Maher & Co first reported a position in UPS in Q4 2020 and held it in 2 quarters. The position peaked at $1.3M in Q4 2020. 2,010 funds tracked by Wall St. Rank hold UPS as of Q2 2021.

  • Dalton, Greiner, Hartman, Maher & Co reported no remaining United Parcel Service position as of Q2 2021 after selling out during the quarter.
  • Dalton, Greiner, Hartman, Maher & Co sold 5,283 United Parcel Service shares in Q2 2021, an estimated $898K.
  • Dalton, Greiner, Hartman, Maher & Co first reported a position in United Parcel Service in Q4 2020 and held it in 2 quarters.
  • Dalton, Greiner, Hartman, Maher & Co's United Parcel Service position peaked at $1.3M in Q4 2020.
  • 2,010 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2021.

Based on Dalton, Greiner, Hartman, Maher & Co's 13F filing for Q2 2021.