Guardian Capital (Canada)’s United Parcel Service UPS Stock Holding History

Guardian Capital (Canada)’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	-12,257	Closed	-$1.44M	–	165
2019 Q4	$1.44M	Hold	12,257	–	–	0.03%	97
2019 Q3	$1.47M	Hold	12,257	–	–	0.03%	97
2019 Q2	$1.27M	Hold	12,257	–	–	0.02%	103
2019 Q1	$1.37M	Buy	12,257 +159	+1%	+$16.9K	0.03%	104
2018 Q4	$1.18M	Buy	12,098 +1,717	+17%	+$186K	0.02%	103
2018 Q3	$1.21M	Hold	10,381	–	–	0.02%	114
2018 Q2	$1.1M	Sell	10,381 -308	-3%	-$34.6K	0.02%	121
2018 Q1	$1.12M	Buy	10,689 +1,393	+15%	+$161K	0.02%	126
2017 Q4	$1.11M	Buy	9,296 +728	+8%	+$85.6K	0.02%	121
2017 Q3	$1.03M	Buy	8,568 +535	+7%	+$60.8K	0.02%	141
2017 Q2	$888K	Buy	8,033 +2,581	+47%	+$276K	0.01%	150
2017 Q1	$585K	Sell	5,452 -750	-12%	-$81.9K	0.01%	157
2016 Q4	$711K	Buy	6,202 +3,505	+130%	+$395K	0.01%	151
2016 Q3	$295K	Buy	+2,697	New	+$295K	﹤0.01%	191

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

Guardian Capital (Canada)'s UPS Position: Q1 2020 in Review

Guardian Capital (Canada) sold out of United Parcel Service (UPS) in Q1 2020, closing a stake of 12,257 shares — an estimated $1.44M sold.

Guardian Capital (Canada) first reported a position in UPS in Q3 2016 and held it in 14 quarters. The position peaked at $1.47M in Q3 2019. 1,602 funds tracked by Wall St. Rank hold UPS as of Q1 2020.

Guardian Capital (Canada) reported no remaining United Parcel Service position as of Q1 2020 after selling out during the quarter.
Guardian Capital (Canada) sold 12,257 United Parcel Service shares in Q1 2020, an estimated $1.44M.
Guardian Capital (Canada) first reported a position in United Parcel Service in Q3 2016 and held it in 14 quarters.
Guardian Capital (Canada)'s United Parcel Service position peaked at $1.47M in Q3 2019.
1,602 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2020.

Based on Guardian Capital (Canada)'s 13F filing for Q1 2020, filed 15 May 2020.