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Engrave Wealth Partners’s United Parcel Service UPS Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-1,009
Closed -$210K – 79
2021
Q2 		$210K Buy
+1,009
New +$202K 0.06% 74
2021
Q1 		– Sell
-1,260
Closed -$206K – 74
2020
Q4 		$206K Sell
1,260
-8,519
-87% -$1.44M 0.17% 54
2020
Q3 		$1.66M Buy
9,779
+9,137
+1,423% +$1.33M 1.6% 16
2020
Q2 		$71K Buy
642
+79
+14% +$7.89K 0.06% 91
2020
Q1 		$52K Sell
563
-216
-28% -$22.4K 0.06% 92
2019
Q4 		$91K Buy
+779
New +$92.2K 0.09% 85

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Engrave Wealth Partners's UPS Position: Q3 2021 in Review

Engrave Wealth Partners sold out of United Parcel Service (UPS) in Q3 2021, closing a stake of 1,009 shares — an estimated $210K sold.

Engrave Wealth Partners first reported a position in UPS in Q4 2019 and held it in 6 quarters. The position peaked at $1.66M in Q3 2020. 1,976 funds tracked by Wall St. Rank hold UPS as of Q3 2021.

  • Engrave Wealth Partners reported no remaining United Parcel Service position as of Q3 2021 after selling out during the quarter.
  • Engrave Wealth Partners sold 1,009 United Parcel Service shares in Q3 2021, an estimated $210K.
  • Engrave Wealth Partners first reported a position in United Parcel Service in Q4 2019 and held it in 6 quarters.
  • Engrave Wealth Partners's United Parcel Service position peaked at $1.66M in Q3 2020.
  • 1,976 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2021.

Based on Engrave Wealth Partners's 13F filing for Q3 2021, filed 8 Oct 2021.