GI
UPS icon

Glovista Investments’s United Parcel Service UPS Stock Holding History

Glovista Investments’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 		– Sell
-4,318
Closed -$898K – 107
2021
Q2 		$898K Sell
4,318
-700
-14% -$140K 0.21% 66
2021
Q1 		$853K Buy
5,018
+1,350
+37% +$218K 0.26% 60
2020
Q4 		$618K Buy
3,668
+200
+6% +$33.8K 0.2% 82
2020
Q3 		$578K Buy
3,468
+268
+8% +$39K 0.21% 69
2020
Q2 		$356K Sell
3,200
-500
-14% -$49.9K 0.14% 69
2020
Q1 		$346K Buy
+3,700
New +$383K 0.18% 67
2019
Q1 		– Sell
-2,100
Closed -$205K – 96
2018
Q4 		$205K Sell
2,100
-1,100
-34% -$119K 0.06% 81
2018
Q3 		$374K Buy
+3,200
New +$377K 0.1% 81

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Glovista Investments's UPS Position: Q3 2021 in Review

Glovista Investments sold out of United Parcel Service (UPS) in Q3 2021, closing a stake of 4,318 shares — an estimated $898K sold.

Glovista Investments first reported a position in UPS in Q3 2018 and held it in 8 quarters. The position peaked at $898K in Q2 2021. 1,976 funds tracked by Wall St. Rank hold UPS as of Q3 2021.

  • Glovista Investments reported no remaining United Parcel Service position as of Q3 2021 after selling out during the quarter.
  • Glovista Investments sold 4,318 United Parcel Service shares in Q3 2021, an estimated $898K.
  • Glovista Investments first reported a position in United Parcel Service in Q3 2018 and held it in 8 quarters.
  • Glovista Investments's United Parcel Service position peaked at $898K in Q2 2021.
  • 1,976 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2021.

Based on Glovista Investments's 13F filing for Q3 2021, filed 12 Nov 2021.