LJAC
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L.J. Altfest & Co’s United Parcel Service UPS Stock Holding History

L.J. Altfest & Co’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
Q4 		– Sell
-1,615
Closed -$269K – 281
2020
Q3 		$269K Sell
1,615
-220
-12% -$32K 0.07% 183
2020
Q2 		$204K Buy
+1,835
New +$183K 0.06% 207
2020
Q1 		– Sell
-1,991
Closed -$233K – 228
2019
Q4 		$233K Sell
1,991
-56
-3% -$6.63K 0.06% 177
2019
Q3 		$245K Sell
2,047
-42
-2% -$4.8K 0.06% 162
2019
Q2 		$216K Buy
2,089
+193
+10% +$20.1K 0.06% 180
2019
Q1 		$212K Buy
+1,896
New +$201K 0.05% 176
2018
Q4 		– Sell
-2,112
Closed -$247K – 175
2018
Q3 		$247K Sell
2,112
-109
-5% -$12.8K 0.07% 150
2018
Q2 		$236K Sell
2,221
-94
-4% -$10.6K 0.09% 149
2018
Q1 		$242K Sell
2,315
-152
-6% -$17.6K 0.1% 140
2017
Q4 		$294K Sell
2,467
-5,462
-69% -$642K 0.11% 133
2017
Q3 		$952K Sell
7,929
-6,194
-44% -$704K 0.46% 56
2017
Q2 		$1.56M Sell
14,123
-315
-2% -$33.7K 0.94% 29
2017
Q1 		$1.55M Buy
14,438
+19
+0.1% +$2.08K 0.62% 45
2016
Q4 		$1.65M Sell
14,419
-132
-0.9% -$14.9K 0.83% 30
2016
Q3 		$1.59M Buy
14,551
+12
+0.1% +$1.31K 1.06% 29
2016
Q2 		$1.57M Buy
14,539
+1,882
+15% +$196K 1.09% 31
2016
Q1 		$1.33M Buy
12,657
+10
+0.1% +$972 1.37% 29
2015
Q4 		$1.22M Sell
12,647
-595
-4% -$60.8K 1.19% 34
2015
Q3 		$1.31M Sell
13,242
-48
-0.4% -$4.74K 1.29% 31
2015
Q2 		$1.29M Sell
13,290
-134
-1% -$13.3K 1.18% 38
2015
Q1 		$1.3M Buy
13,424
+234
+2% +$24K 1.21% 40
2014
Q4 		$1.47M Buy
13,190
+94
+0.7% +$9.92K 1.2% 35
2014
Q3 		$1.29M Sell
13,096
-10
-0.1% -$994 1.27% 38
2014
Q2 		$1.35M Sell
13,106
-45
-0.3% -$4.52K 1.33% 38
2014
Q1 		$1.27M Sell
13,151
-45
-0.3% -$4.39K 1.18% 37
2013
Q4 		$1.39M Buy
+13,196
New +$1.3M 1.18% 29

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

L.J. Altfest & Co's UPS Position: Q4 2020 in Review

L.J. Altfest & Co sold out of United Parcel Service (UPS) in Q4 2020, closing a stake of 1,615 shares — an estimated $269K sold.

L.J. Altfest & Co first reported a position in UPS in Q4 2013 and held it in 26 quarters. The position peaked at $1.65M in Q4 2016. 1,940 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

  • L.J. Altfest & Co reported no remaining United Parcel Service position as of Q4 2020 after selling out during the quarter.
  • L.J. Altfest & Co sold 1,615 United Parcel Service shares in Q4 2020, an estimated $269K.
  • L.J. Altfest & Co first reported a position in United Parcel Service in Q4 2013 and held it in 26 quarters.
  • L.J. Altfest & Co's United Parcel Service position peaked at $1.65M in Q4 2016.
  • 1,940 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on L.J. Altfest & Co's 13F filing for Q4 2020, filed 21 Jan 2021.