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Kays Financial Advisory’s United Parcel Service UPS Stock Holding History

Kays Financial Advisory’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
Q3 		$2.58M Sell
15,504
-367
-2% -$53.4K 0.41% 40
2020
Q2 		$1.76M Buy
15,871
+287
+2% +$28.6K 0.31% 44
2020
Q1 		$1.46M Buy
15,584
+1,472
+10% +$153K 0.3% 45
2019
Q4 		$1.65M Buy
14,112
+617
+5% +$73K 0.29% 50
2019
Q3 		$1.62M Sell
13,495
-87
-0.6% -$9.95K 0.3% 48
2019
Q2 		$1.4M Sell
13,582
-3,715
-21% -$386K 0.26% 54
2019
Q1 		$1.93M Buy
17,297
+5,106
+42% +$542K 0.37% 41
2018
Q4 		$1.19M Buy
12,191
+1,079
+10% +$117K 0.27% 65
2018
Q3 		$1.3M Sell
11,112
-223
-2% -$26.2K 0.28% 53
2018
Q2 		$1.2M Buy
11,335
+552
+5% +$62K 0.26% 57
2018
Q1 		$1.13M Sell
10,783
-102
-0.9% -$11.8K 0.26% 51
2017
Q4 		$1.3M Buy
10,885
+321
+3% +$37.7K 0.38% 44
2017
Q3 		$1.27M Buy
10,564
+235
+2% +$26.7K 0.4% 37
2017
Q2 		$1.14M Buy
+10,329
New +$1.1M 0.39% 40

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kays Financial Advisory's UPS Position: Q3 2020 in Review

Kays Financial Advisory reduced its United Parcel Service (UPS) stake by 2.3% in Q3 2020, selling an estimated $53.4K and leaving 15,504 shares worth $2.58M. The position accounts for 0.41% of the portfolio, ranked #40.

Kays Financial Advisory first reported a position in UPS in Q2 2017 and has held it in 14 quarters since. 1,787 funds tracked by Wall St. Rank hold UPS as of Q3 2020.

  • Kays Financial Advisory held 15,504 shares of United Parcel Service worth $2.58M as of Q3 2020.
  • Kays Financial Advisory sold 367 United Parcel Service shares in Q3 2020, an estimated $53.4K.
  • United Parcel Service made up 0.41% of Kays Financial Advisory's portfolio in Q3 2020, its #40 holding.
  • Kays Financial Advisory first reported a position in United Parcel Service in Q2 2017 and has held it in 14 quarters since.
  • 1,787 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.