Global Financial Private Capital’s United Parcel Service UPS Stock Holding History

Global Financial Private Capital’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 Q2	$6.83M	Buy	61,480 +8,443	+16%	+$843K	0.43%	67
2020 Q1	$4.97M	Buy	53,037 +13,154	+33%	+$1.36M	0.32%	88
2019 Q4	$4.67M	Sell	39,883 -35,726	-47%	-$4.23M	0.23%	111
2019 Q3	$9.06M	Sell	75,609 -9,494	-11%	-$1.09M	0.46%	65
2019 Q2	$8.79M	Sell	85,103 -10,586	-11%	-$1.1M	0.42%	77
2019 Q1	$10.7M	Buy	95,689 +7,347	+8%	+$779K	0.51%	58
2018 Q4	$8.62M	Buy	88,342 +18,119	+26%	+$1.96M	0.47%	64
2018 Q3	$8.2M	Buy	70,223 +4,588	+7%	+$540K	0.29%	83
2018 Q2	$6.97M	Sell	65,635 -13,386	-17%	-$1.5M	0.24%	93
2018 Q1	$8.27M	Buy	79,021 +2,452	+3%	+$283K	0.29%	85
2017 Q4	$9.12M	Sell	76,569 -1,706	-2%	-$200K	0.31%	75
2017 Q3	$9.4M	Buy	+78,275	New	+$8.9M	0.34%	79

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Global Financial Private Capital's UPS Position: Q2 2020 in Review

Global Financial Private Capital increased its United Parcel Service (UPS) stake by 16% in Q2 2020, buying an estimated $843K and bringing the position to 61,480 shares worth $6.83M. The position accounts for 0.43% of the portfolio, ranked #67.

Global Financial Private Capital first reported a position in UPS in Q3 2017 and has held it in 12 quarters since. The position peaked at $10.7M in Q1 2019. 1,633 funds tracked by Wall St. Rank hold UPS as of Q2 2020.

Global Financial Private Capital held 61,480 shares of United Parcel Service worth $6.83M as of Q2 2020.
Global Financial Private Capital bought 8,443 United Parcel Service shares in Q2 2020, an estimated $843K.
United Parcel Service made up 0.43% of Global Financial Private Capital's portfolio in Q2 2020, its #67 holding.
Global Financial Private Capital first reported a position in United Parcel Service in Q3 2017 and has held it in 12 quarters since.
Global Financial Private Capital's United Parcel Service position peaked at $10.7M in Q1 2019.
1,633 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.