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Keebeck Wealth Management’s United Parcel Service UPS Stock Holding History

Keebeck 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
2020
Q3 		– Sell
-481
Closed -$53K – 349
2020
Q2 		$53K Buy
+481
New +$48K 0.02% 212
2020
Q1 		– Sell
-481
Closed -$56K – 318
2019
Q4 		$56K Buy
+481
New +$56.9K 0.02% 212

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Keebeck Wealth Management's UPS Position: Q3 2020 in Review

Keebeck Wealth Management sold out of United Parcel Service (UPS) in Q3 2020, closing a stake of 481 shares — an estimated $53K sold.

Keebeck Wealth Management first reported a position in UPS in Q4 2019 and held it in 2 quarters. The position peaked at $56K in Q4 2019. 1,787 funds tracked by Wall St. Rank hold UPS as of Q3 2020.

  • Keebeck Wealth Management reported no remaining United Parcel Service position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 481 United Parcel Service shares in Q3 2020, an estimated $53K.
  • Keebeck Wealth Management first reported a position in United Parcel Service in Q4 2019 and held it in 2 quarters.
  • Keebeck Wealth Management's United Parcel Service position peaked at $56K in Q4 2019.
  • 1,787 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.