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Frontier Investment Management’s United Parcel Service UPS Stock Holding History

Frontier Investment Management’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
Q1 		– Sell
-34,513
Closed -$4.04M – 306
2019
Q4 		$4.04M Sell
34,513
-7,772
-18% -$920K 0.23% 58
2019
Q3 		$5.07M Sell
42,285
-4,620
-10% -$528K 0.32% 55
2019
Q2 		$4.84M Buy
46,905
+670
+1% +$69.7K 0.32% 55
2019
Q1 		$5.17M Sell
46,235
-2,553
-5% -$271K 0.32% 59
2018
Q4 		$4.76M Buy
+48,788
New +$5.29M 0.35% 65

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Frontier Investment Management's UPS Position: Q1 2020 in Review

Frontier Investment Management sold out of United Parcel Service (UPS) in Q1 2020, closing a stake of 34,513 shares — an estimated $4.04M sold.

Frontier Investment Management first reported a position in UPS in Q4 2018 and held it in 5 quarters. The position peaked at $5.17M in Q1 2019. 1,602 funds tracked by Wall St. Rank hold UPS as of Q1 2020.

  • Frontier Investment Management reported no remaining United Parcel Service position as of Q1 2020 after selling out during the quarter.
  • Frontier Investment Management sold 34,513 United Parcel Service shares in Q1 2020, an estimated $4.04M.
  • Frontier Investment Management first reported a position in United Parcel Service in Q4 2018 and held it in 5 quarters.
  • Frontier Investment Management's United Parcel Service position peaked at $5.17M in Q1 2019.
  • 1,602 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2020.

Based on Frontier Investment Management's 13F filing for Q1 2020, filed 5 May 2020.