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Jackson Square Capital’s United Parcel Service UPS Stock Holding History

Jackson Square Capital’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
Q4 		– Sell
-241
Closed -$40K – 320
2020
Q3 		$40K Hold
241
– – 0.02% 186
2020
Q2 		$27K Sell
241
-109
-31% -$10.9K 0.01% 185
2020
Q1 		$33K Hold
350
– – 0.03% 141
2019
Q4 		$41K Buy
+350
New +$41.4K 0.02% 162

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jackson Square Capital's UPS Position: Q4 2020 in Review

Jackson Square Capital sold out of United Parcel Service (UPS) in Q4 2020, closing a stake of 241 shares — an estimated $40K sold.

Jackson Square Capital first reported a position in UPS in Q4 2019 and held it in 4 quarters. The position peaked at $41K in Q4 2019. 1,940 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

  • Jackson Square Capital reported no remaining United Parcel Service position as of Q4 2020 after selling out during the quarter.
  • Jackson Square Capital sold 241 United Parcel Service shares in Q4 2020, an estimated $40K.
  • Jackson Square Capital first reported a position in United Parcel Service in Q4 2019 and held it in 4 quarters.
  • Jackson Square Capital's United Parcel Service position peaked at $41K in Q4 2019.
  • 1,940 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on Jackson Square Capital's 13F filing for Q4 2020, filed 5 Mar 2021.