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Interchange Capital Partners’s United Parcel Service UPS Stock Holding History

Interchange Capital Partners’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 		– Sell
-123
Closed -$20K – 1048
2020
Q4 		$20K Buy
+123
New +$20.8K 0.01% 636

Other funds holding UPS

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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Interchange Capital Partners's UPS Position: Q1 2021 in Review

Interchange Capital Partners sold out of United Parcel Service (UPS) in Q1 2021, closing a stake of 123 shares — an estimated $20K sold.

Interchange Capital Partners first reported a position in UPS in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 1,962 funds tracked by Wall St. Rank hold UPS as of Q1 2021.

  • Interchange Capital Partners reported no remaining United Parcel Service position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 123 United Parcel Service shares in Q1 2021, an estimated $20K.
  • Interchange Capital Partners first reported a position in United Parcel Service in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's United Parcel Service position peaked at $20K in Q4 2020.
  • 1,962 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.