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DC Investments Management’s United Parcel Service UPS Stock Holding History

DC Investments 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
Q2 		– Sell
-1,504
Closed -$256K – 55
2021
Q1 		$256K Buy
+1,504
New +$243K 0.63% 39
2020
Q3 		– Sell
-3,267
Closed -$363K – 288
2020
Q2 		$363K Buy
+3,267
New +$326K 0.13% 118
2018
Q2 		– Sell
-2,543
Closed -$266K – 396
2018
Q1 		$266K Buy
+2,543
New +$294K 0.18% 225

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DC Investments Management's UPS Position: Q2 2021 in Review

DC Investments Management sold out of United Parcel Service (UPS) in Q2 2021, closing a stake of 1,504 shares — an estimated $256K sold.

DC Investments Management first reported a position in UPS in Q1 2018 and held it in 3 quarters. The position peaked at $363K in Q2 2020. 2,009 funds tracked by Wall St. Rank hold UPS as of Q2 2021.

  • DC Investments Management reported no remaining United Parcel Service position as of Q2 2021 after selling out during the quarter.
  • DC Investments Management sold 1,504 United Parcel Service shares in Q2 2021, an estimated $256K.
  • DC Investments Management first reported a position in United Parcel Service in Q1 2018 and held it in 3 quarters.
  • DC Investments Management's United Parcel Service position peaked at $363K in Q2 2020.
  • 2,009 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2021.

Based on DC Investments Management's 13F filing for Q2 2021, filed 13 Aug 2021.