Jupiter Investment Management’s United Parcel Service UPS Stock Holding History

Jupiter Investment Management’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 Q2	$232K	Buy	+2,089	New	+$209K	﹤0.01%	366
2020 Q1	–	Sell	-6,500	Closed	-$760K	–	494
2019 Q4	$760K	Buy	+6,500	New	+$769K	0.01%	333
2015 Q2	–	Sell	-8,700	Closed	-$843K	–	376
2015 Q1	$843K	Sell	8,700 -1,600	-16%	-$164K	0.03%	235
2014 Q4	$1.15M	Sell	10,300 -6,500	-39%	-$686K	0.04%	252
2014 Q3	$1.65M	Buy	+16,800	New	+$1.67M	0.08%	191
2014 Q2	–	Sell	-1,500	Closed	-$146K	–	411
2014 Q1	$146K	Buy	+1,500	New	+$146K	0.01%	301

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Jupiter Investment Management's UPS Position: Q2 2020 in Review

Jupiter Investment Management opened a new position in United Parcel Service (UPS) in Q2 2020: 2,089 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #366 among its holdings. This is a return to the name: Jupiter Investment Management previously reported a position in UPS as recently as Q4 2019.

Jupiter Investment Management first reported a position in UPS in Q1 2014 and has held it in 6 quarters since. The position peaked at $1.65M in Q3 2014. 1,632 funds tracked by Wall St. Rank hold UPS as of Q2 2020.

Jupiter Investment Management held 2,089 shares of United Parcel Service worth $232K as of Q2 2020.
United Parcel Service was a new Jupiter Investment Management position in Q2 2020.
United Parcel Service made up ﹤0.01% of Jupiter Investment Management's portfolio in Q2 2020, its #366 holding.
Jupiter Investment Management first reported a position in United Parcel Service in Q1 2014 and has held it in 6 quarters since.
Jupiter Investment Management's United Parcel Service position peaked at $1.65M in Q3 2014.
1,632 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.