Integer Wealth Advisors Group’s United Parcel Service UPS Stock Holding History

Integer Wealth Advisors Group’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 Q1	$765K	Sell	4,348 -50	-1%	-$8.09K	0.42%	38
2020 Q4	$708K	Sell	4,398 -238	-5%	-$40.2K	0.47%	41
2020 Q3	$772K	Hold	4,636	–	–	0.71%	29
2020 Q2	$531K	Hold	4,636	–	–	0.54%	34
2020 Q1	$440K	Buy	4,636 +220	+5%	+$22.8K	0.5%	35
2019 Q4	$457K	Buy	+4,416	New	+$523K	0.45%	39

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Integer Wealth Advisors Group's UPS Position: Q1 2021 in Review

Integer Wealth Advisors Group reduced its United Parcel Service (UPS) stake by 1.1% in Q1 2021, selling an estimated $8.09K and leaving 4,348 shares worth $765K. The position accounts for 0.42% of the portfolio, ranked #38.

Integer Wealth Advisors Group first reported a position in UPS in Q4 2019 and has held it in 6 quarters since. The position peaked at $772K in Q3 2020. 1,963 funds tracked by Wall St. Rank hold UPS as of Q1 2021.

Integer Wealth Advisors Group held 4,348 shares of United Parcel Service worth $765K as of Q1 2021.
Integer Wealth Advisors Group sold 50 United Parcel Service shares in Q1 2021, an estimated $8.09K.
United Parcel Service made up 0.42% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #38 holding.
Integer Wealth Advisors Group first reported a position in United Parcel Service in Q4 2019 and has held it in 6 quarters since.
Integer Wealth Advisors Group's United Parcel Service position peaked at $772K in Q3 2020.
1,963 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.