Gideon Capital Advisors’s United Parcel Service UPS Stock Holding History

Gideon Capital Advisors’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	-18,474	Closed	-$2.16M	–	206
2019 Q4	$2.16M	Buy	18,474 +8,587	+87%	+$1.02M	0.74%	28
2019 Q3	$1.19M	Sell	9,887 -1,329	-12%	-$152K	0.39%	96
2019 Q2	$1.16M	Buy	+11,216	New	+$1.17M	0.4%	91
2018 Q3	–	Sell	-2,450	Closed	-$260K	–	499
2018 Q2	$260K	Buy	+2,450	New	+$275K	0.13%	292
2018 Q1	–	Sell	-1,880	Closed	-$224K	–	467
2017 Q4	$224K	Buy	+1,880	New	+$221K	0.2%	245
2017 Q1	–	Sell	-5,406	Closed	-$620K	–	520
2016 Q4	$620K	Buy	+5,406	New	+$609K	0.4%	49
2016 Q1	–	Sell	-13,744	Closed	-$1.32M	–	237
2015 Q4	$1.32M	Buy	+13,744	New	+$1.4M	0.96%	27
2015 Q3	–	Sell	-18,944	Closed	-$1.84M	–	330
2015 Q2	$1.84M	Buy	18,944 +10,619	+128%	+$1.06M	0.76%	35
2015 Q1	$807K	Buy	8,325 +6,396	+332%	+$656K	0.33%	109
2014 Q4	$214K	Buy	+1,929	New	+$204K	0.1%	190
2014 Q1	–	Sell	-2,112	Closed	-$222K	–	290
2013 Q4	$222K	Buy	+2,112	New	+$208K	0.13%	167

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

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

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

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

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

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

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

Gideon Capital Advisors's UPS Position: Q1 2020 in Review

Gideon Capital Advisors sold out of United Parcel Service (UPS) in Q1 2020, closing a stake of 18,474 shares — an estimated $2.16M sold.

Gideon Capital Advisors first reported a position in UPS in Q4 2013 and held it in 11 quarters. The position peaked at $2.16M in Q4 2019. 1,603 funds tracked by Wall St. Rank hold UPS as of Q1 2020.

Gideon Capital Advisors reported no remaining United Parcel Service position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 18,474 United Parcel Service shares in Q1 2020, an estimated $2.16M.
Gideon Capital Advisors first reported a position in United Parcel Service in Q4 2013 and held it in 11 quarters.
Gideon Capital Advisors's United Parcel Service position peaked at $2.16M in Q4 2019.
1,603 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.