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Epstein & White Financial’s United Parcel Service UPS Stock Holding History

Epstein & White Financial’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
2020
Q4 		– Sell
-1,265
Closed -$213K – 89
2020
Q3 		$213K Buy
+1,265
New +$184K 0.08% 68
2019
Q4 		– Sell
-5,433
Closed -$654K – 84
2019
Q3 		$654K Buy
5,433
+1,175
+28% +$134K 0.32% 36
2019
Q2 		$440K Buy
4,258
+1,066
+33% +$111K 0.23% 46
2019
Q1 		$367K Buy
+3,192
New +$339K 0.21% 52
2018
Q3 		– Sell
-1,721
Closed -$214K – 109
2018
Q2 		$214K Sell
1,721
-94
-5% -$10.6K 0.16% 99
2018
Q1 		$223K Buy
1,815
+348
+24% +$40.2K 0.14% 99
2017
Q4 		$228K Buy
+1,467
New +$172K 0.13% 96

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Epstein & White Financial's UPS Position: Q4 2020 in Review

Epstein & White Financial sold out of United Parcel Service (UPS) in Q4 2020, closing a stake of 1,265 shares — an estimated $213K sold.

Epstein & White Financial first reported a position in UPS in Q4 2017 and held it in 7 quarters. The position peaked at $654K in Q3 2019. 1,940 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

  • Epstein & White Financial reported no remaining United Parcel Service position as of Q4 2020 after selling out during the quarter.
  • Epstein & White Financial sold 1,265 United Parcel Service shares in Q4 2020, an estimated $213K.
  • Epstein & White Financial first reported a position in United Parcel Service in Q4 2017 and held it in 7 quarters.
  • Epstein & White Financial's United Parcel Service position peaked at $654K in Q3 2019.
  • 1,940 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on Epstein & White Financial's 13F filing for Q4 2020, filed 25 Jan 2021.