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FCG Advisors’s United Parcel Service UPS Stock Holding History

FCG Advisors’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
Q3 		$494K Buy
2,967
+346
+13% +$50.4K 0.12% 98
2020
Q2 		$291K Buy
2,621
+15
+0.6% +$1.5K 0.08% 119
2020
Q1 		$243K Sell
2,606
-122
-4% -$12.6K 0.07% 129
2019
Q4 		$319K Buy
2,728
+213
+8% +$25.2K 0.09% 119
2019
Q3 		$301K Buy
2,515
+179
+8% +$20.5K 0.09% 116
2019
Q2 		$241K Buy
2,336
+11
+0.5% +$1.14K 0.08% 133
2019
Q1 		$260K Sell
2,325
-54
-2% -$5.73K 0.09% 121
2018
Q4 		$232K Buy
2,379
+356
+18% +$38.6K 0.09% 121
2018
Q3 		$236K Buy
+2,023
New +$238K 0.08% 127

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FCG Advisors's UPS Position: Q3 2020 in Review

FCG Advisors increased its United Parcel Service (UPS) stake by 13% in Q3 2020, buying an estimated $50.4K and bringing the position to 2,967 shares worth $494K. The position accounts for 0.12% of the portfolio, ranked #98.

FCG Advisors first reported a position in UPS in Q3 2018 and has held it in 9 quarters since. 1,787 funds tracked by Wall St. Rank hold UPS as of Q3 2020.

  • FCG Advisors held 2,967 shares of United Parcel Service worth $494K as of Q3 2020.
  • FCG Advisors bought 346 United Parcel Service shares in Q3 2020, an estimated $50.4K.
  • United Parcel Service made up 0.12% of FCG Advisors's portfolio in Q3 2020, its #98 holding.
  • FCG Advisors first reported a position in United Parcel Service in Q3 2018 and has held it in 9 quarters since.
  • 1,787 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.