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James Hambro & Partners’s United Parcel Service UPS Stock Holding History

James Hambro & 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
2020
Q4 		– Sell
-2,100
Closed -$350K – 98
2020
Q3 		$350K Sell
2,100
-2,350
-53% -$342K 0.05% 45
2020
Q2 		$475K Buy
+4,450
New +$444K 0.07% 38

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

James Hambro & Partners's UPS Position: Q4 2020 in Review

James Hambro & Partners sold out of United Parcel Service (UPS) in Q4 2020, closing a stake of 2,100 shares — an estimated $350K sold.

James Hambro & Partners first reported a position in UPS in Q2 2020 and held it in 2 quarters. The position peaked at $475K in Q2 2020. 1,940 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

  • James Hambro & Partners reported no remaining United Parcel Service position as of Q4 2020 after selling out during the quarter.
  • James Hambro & Partners sold 2,100 United Parcel Service shares in Q4 2020, an estimated $350K.
  • James Hambro & Partners first reported a position in United Parcel Service in Q2 2020 and held it in 2 quarters.
  • James Hambro & Partners's United Parcel Service position peaked at $475K in Q2 2020.
  • 1,940 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on James Hambro & Partners's 13F filing for Q4 2020, filed 14 Jan 2021.