JOYN Advisors’s United Parcel Service UPS Stock Holding History

JOYN Advisors’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	$234K	Buy	+2,505	New	+$260K	0.08%	87
2019 Q3	–	Sell	-3,816	Closed	-$438K	–	133
2019 Q2	$438K	Buy	3,816 +923	+32%	+$96K	0.1%	62
2019 Q1	$323K	Sell	2,893 -449	-13%	-$47.6K	0.07%	68
2018 Q4	$326K	Sell	3,342 -1,199	-26%	-$130K	0.07%	70
2018 Q3	$530K	Buy	4,541 +47	+1%	+$5.53K	0.1%	48
2018 Q2	$477K	Buy	4,494 +2,320	+107%	+$261K	0.1%	54
2018 Q1	$228K	Sell	2,174 -539	-20%	-$62.3K	0.05%	118
2017 Q4	$323K	Buy	+2,713	New	+$319K	0.07%	121

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

JOYN Advisors's UPS Position: Q1 2020 in Review

JOYN Advisors opened a new position in United Parcel Service (UPS) in Q1 2020: 2,505 shares worth $234K. The stake represents 0.08% of the portfolio and ranks #87 among its holdings. This is a return to the name: JOYN Advisors previously reported a position in UPS as recently as Q2 2019.

JOYN Advisors first reported a position in UPS in Q4 2017 and has held it in 8 quarters since. The position peaked at $530K in Q3 2018. 1,602 funds tracked by Wall St. Rank hold UPS as of Q1 2020.

JOYN Advisors held 2,505 shares of United Parcel Service worth $234K as of Q1 2020.
United Parcel Service was a new JOYN Advisors position in Q1 2020.
United Parcel Service made up 0.08% of JOYN Advisors's portfolio in Q1 2020, its #87 holding.
JOYN Advisors first reported a position in United Parcel Service in Q4 2017 and has held it in 8 quarters since.
JOYN Advisors's United Parcel Service position peaked at $530K in Q3 2018.
1,602 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.