FMA Advisory’s United Parcel Service UPS Stock Holding History

FMA Advisory’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	$683K	Buy	3,752 +524	+16%	+$103K	0.25%	95
2021 Q2	$671K	Buy	3,228 +5	+0.2%	+$1K	0.25%	93
2021 Q1	$548K	Sell	3,223 -188	-6%	-$30.4K	0.17%	132
2020 Q4	$574K	Buy	3,411 +168	+5%	+$28.4K	0.19%	123
2020 Q3	$540K	Buy	3,243 +162	+5%	+$23.6K	0.22%	114
2020 Q2	$343K	Sell	3,081 -230	-7%	-$23K	0.15%	126
2020 Q1	$309K	Buy	3,311 +76	+2%	+$7.87K	0.17%	120
2019 Q4	$379K	Buy	+3,235	New	+$383K	0.15%	125
2017 Q3	–	Sell	-1,904	Closed	-$210	–	139
2017 Q2	$210	Sell	1,904 -44	-2%	-$4.7K	0.11%	107
2017 Q1	$209K	Buy	+1,948	New	+$213K	0.11%	135

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

FMA Advisory's UPS Position: Q3 2021 in Review

FMA Advisory increased its United Parcel Service (UPS) stake by 16% in Q3 2021, buying an estimated $103K and bringing the position to 3,752 shares worth $683K. The position accounts for 0.25% of the portfolio, ranked #95.

FMA Advisory first reported a position in UPS in Q1 2017 and has held it in 10 quarters since. 1,976 funds tracked by Wall St. Rank hold UPS as of Q3 2021.

FMA Advisory held 3,752 shares of United Parcel Service worth $683K as of Q3 2021.
FMA Advisory bought 524 United Parcel Service shares in Q3 2021, an estimated $103K.
United Parcel Service made up 0.25% of FMA Advisory's portfolio in Q3 2021, its #95 holding.
FMA Advisory first reported a position in United Parcel Service in Q1 2017 and has held it in 10 quarters since.
1,976 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.