Kavar Capital Partners Group’s United Parcel Service UPS Stock Holding History

Kavar Capital Partners Group’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
2019 Q3	–	Sell	-367	Closed	-$38K	–	429
2019 Q2	$38K	Buy	+367	New	+$38.2K	0.01%	253
2018 Q3	–	Sell	-789	Closed	-$84K	–	358
2018 Q2	$84K	Hold	789	–	–	0.04%	151
2018 Q1	$83K	Buy	+789	New	+$91.2K	0.04%	155
2016 Q1	–	Sell	-517	Closed	-$49K	–	374
2015 Q4	$49K	Hold	517	–	–	0.03%	172
2015 Q3	$51K	Hold	517	–	–	0.04%	168
2015 Q2	$50K	Buy	+517	New	+$51.4K	0.03%	181
2014 Q2	–	Sell	-517	Closed	-$50K	–	421
2014 Q1	$50K	Hold	517	–	–	0.04%	198
2013 Q4	$54K	Buy	+517	New	+$50.9K	0.05%	190

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kavar Capital Partners Group's UPS Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of United Parcel Service (UPS) in Q3 2019, closing a stake of 367 shares — an estimated $38K sold.

Kavar Capital Partners Group first reported a position in UPS in Q4 2013 and held it in 8 quarters. The position peaked at $84K in Q2 2018. 1,487 funds tracked by Wall St. Rank hold UPS as of Q3 2019.

Kavar Capital Partners Group reported no remaining United Parcel Service position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 367 United Parcel Service shares in Q3 2019, an estimated $38K.
Kavar Capital Partners Group first reported a position in United Parcel Service in Q4 2013 and held it in 8 quarters.
Kavar Capital Partners Group's United Parcel Service position peaked at $84K in Q2 2018.
1,487 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.