Genovese Burford & Brothers Wealth & Retirement Plan Management’s United Parcel Service UPS Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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 Q4	$268K	Buy	1,590 +377	+31%	+$63.6K	0.07%	99
2020 Q3	$202K	Buy	+1,213	New	+$177K	0.06%	94
2018 Q3	–	Sell	-1,293	Closed	-$137K	–	355
2018 Q2	$137K	Buy	1,293 +5	+0.4%	+$562	0.05%	101
2018 Q1	$135K	Buy	+1,288	New	+$149K	0.05%	98
2017 Q4	–	Sell	-1,486	Closed	-$178K	–	437
2017 Q3	$178K	Buy	1,486 +4	+0.3%	+$455	0.07%	65
2017 Q2	$163K	Buy	1,482 +5	+0.3%	+$534	0.06%	68
2017 Q1	$159K	Buy	1,477 +4	+0.3%	+$437	0.06%	68
2016 Q4	$169K	Buy	1,473 +5	+0.3%	+$563	0.05%	77
2016 Q3	$160K	Buy	1,468 +3	+0.2%	+$328	0.06%	68
2016 Q2	$157K	Buy	1,465 +5	+0.3%	+$520	0.06%	71
2016 Q1	$153K	Buy	1,460 +4	+0.3%	+$389	0.07%	60
2015 Q4	$140K	Buy	+1,456	New	+$149K	0.07%	71

Other funds holding UPS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's UPS Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management increased its United Parcel Service (UPS) stake by 31% in Q4 2020, buying an estimated $63.6K and bringing the position to 1,590 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #99.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in UPS in Q4 2015 and has held it in 12 quarters since. 1,941 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

Genovese Burford & Brothers Wealth & Retirement Plan Management held 1,590 shares of United Parcel Service worth $268K as of Q4 2020.
Genovese Burford & Brothers Wealth & Retirement Plan Management bought 377 United Parcel Service shares in Q4 2020, an estimated $63.6K.
United Parcel Service made up 0.07% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #99 holding.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in United Parcel Service in Q4 2015 and has held it in 12 quarters since.
1,941 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.