Financial Insights’s United Parcel Service UPS Stock Holding History

Financial Insights’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	-183	Closed	-$381K	–	208
2021 Q2	$381K	Buy	+183	New	+$36.6K	0.03%	183

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Insights's UPS Position: Q3 2021 in Review

Financial Insights sold out of United Parcel Service (UPS) in Q3 2021, closing a stake of 183 shares — an estimated $381K sold.

Financial Insights first reported a position in UPS in Q2 2021 and held it in 1 quarter. The position peaked at $381K in Q2 2021. 1,976 funds tracked by Wall St. Rank hold UPS as of Q3 2021.

Financial Insights reported no remaining United Parcel Service position as of Q3 2021 after selling out during the quarter.
Financial Insights sold 183 United Parcel Service shares in Q3 2021, an estimated $381K.
Financial Insights first reported a position in United Parcel Service in Q2 2021 and held it in 1 quarter.
Financial Insights's United Parcel Service position peaked at $381K in Q2 2021.
1,976 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.