JWBC
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John W. Bristol & Co’s United Parcel Service UPS Stock Holding History

John W. Bristol & Co’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
-200
Closed -$23K – 61
2019
Q4 		$23K Hold
200
– – ﹤0.01% 66
2019
Q3 		$24K Hold
200
– – ﹤0.01% 66
2019
Q2 		$21K Hold
200
– – ﹤0.01% 69
2019
Q1 		$22K Hold
200
– – ﹤0.01% 69
2018
Q4 		$20K Buy
+200
New +$21.7K ﹤0.01% 84

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

John W. Bristol & Co's UPS Position: Q1 2020 in Review

John W. Bristol & Co sold out of United Parcel Service (UPS) in Q1 2020, closing a stake of 200 shares — an estimated $23K sold.

John W. Bristol & Co first reported a position in UPS in Q4 2018 and held it in 5 quarters. The position peaked at $24K in Q3 2019. 1,602 funds tracked by Wall St. Rank hold UPS as of Q1 2020.

  • John W. Bristol & Co reported no remaining United Parcel Service position as of Q1 2020 after selling out during the quarter.
  • John W. Bristol & Co sold 200 United Parcel Service shares in Q1 2020, an estimated $23K.
  • John W. Bristol & Co first reported a position in United Parcel Service in Q4 2018 and held it in 5 quarters.
  • John W. Bristol & Co's United Parcel Service position peaked at $24K in Q3 2019.
  • 1,602 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2020.

Based on John W. Bristol & Co's 13F filing for Q1 2020, filed 1 May 2020.