JWM
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Jupiter Wealth Management’s United Parcel Service UPS Stock Holding History

Jupiter Wealth 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
2021
Q1 		– Sell
-20,030
Closed -$3.37M – 90
2020
Q4 		$3.37M Buy
20,030
+15,530
+345% +$2.62M 2.07% 17
2020
Q3 		$750K Buy
+4,500
New +$655K 0.53% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jupiter Wealth Management's UPS Position: Q1 2021 in Review

Jupiter Wealth Management sold out of United Parcel Service (UPS) in Q1 2021, closing a stake of 20,030 shares — an estimated $3.37M sold.

Jupiter Wealth Management first reported a position in UPS in Q3 2020 and held it in 2 quarters. The position peaked at $3.37M in Q4 2020. 1,962 funds tracked by Wall St. Rank hold UPS as of Q1 2021.

  • Jupiter Wealth Management reported no remaining United Parcel Service position as of Q1 2021 after selling out during the quarter.
  • Jupiter Wealth Management sold 20,030 United Parcel Service shares in Q1 2021, an estimated $3.37M.
  • Jupiter Wealth Management first reported a position in United Parcel Service in Q3 2020 and held it in 2 quarters.
  • Jupiter Wealth Management's United Parcel Service position peaked at $3.37M in Q4 2020.
  • 1,962 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2021.

Based on Jupiter Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.