FP
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Fiduciary Planning’s United Parcel Service UPS Stock Holding History

Fiduciary Planning’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
-11
Closed -$2K – 250
2021
Q1 		$2K Sell
11
-13,512
-100% -$2.19M ﹤0.01% 236
2020
Q4 		$2.28M Buy
13,523
+849
+7% +$143K 3.21% 5
2020
Q3 		$2.11M Buy
12,674
+532
+4% +$77.5K 3.48% 5
2020
Q2 		$1.73M Buy
12,142
+254
+2% +$25.4K 3.81% 4
2020
Q1 		$1.11M Buy
+11,888
New +$1.23M 2.08% 13

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

Fiduciary Planning's UPS Position: Q2 2021 in Review

Fiduciary Planning sold out of United Parcel Service (UPS) in Q2 2021, closing a stake of 11 shares — an estimated $2K sold.

Fiduciary Planning first reported a position in UPS in Q1 2020 and held it in 5 quarters. The position peaked at $2.28M in Q4 2020. 2,009 funds tracked by Wall St. Rank hold UPS as of Q2 2021.

  • Fiduciary Planning reported no remaining United Parcel Service position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 11 United Parcel Service shares in Q2 2021, an estimated $2K.
  • Fiduciary Planning first reported a position in United Parcel Service in Q1 2020 and held it in 5 quarters.
  • Fiduciary Planning's United Parcel Service position peaked at $2.28M in Q4 2020.
  • 2,009 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.