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

Groesbeck 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
-13,900
Closed -$1.63M – 96
2019
Q4 		$1.63M Buy
+13,900
New +$1.65M 1.2% 24
2014
Q2 		– Sell
-2,600
Closed -$253K – 99
2014
Q1 		$253K Sell
2,600
-100
-4% -$9.75K 0.11% 77
2013
Q4 		$284K Hold
2,700
– – 0.12% 73
2013
Q3 		$247K Hold
2,700
– – 0.11% 69
2013
Q2 		$233K Buy
+2,700
New +$232K 0.1% 64

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

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

Groesbeck Investment Management sold out of United Parcel Service (UPS) in Q1 2020, closing a stake of 13,900 shares — an estimated $1.63M sold.

Groesbeck Investment Management first reported a position in UPS in Q2 2013 and held it in 5 quarters. The position peaked at $1.63M in Q4 2019. 1,602 funds tracked by Wall St. Rank hold UPS as of Q1 2020.

  • Groesbeck Investment Management reported no remaining United Parcel Service position as of Q1 2020 after selling out during the quarter.
  • Groesbeck Investment Management sold 13,900 United Parcel Service shares in Q1 2020, an estimated $1.63M.
  • Groesbeck Investment Management first reported a position in United Parcel Service in Q2 2013 and held it in 5 quarters.
  • Groesbeck Investment Management's United Parcel Service position peaked at $1.63M in Q4 2019.
  • 1,602 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2020.

Based on Groesbeck Investment Management's 13F filing for Q1 2020, filed 2 Jun 2020.