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Lake Point Wealth Management’s United Parcel Service UPS Stock Holding History

Lake Point 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
Q1 		$3K Hold
30
– – ﹤0.01% 245
2019
Q4 		$4K Buy
+30
New +$3.55K ﹤0.01% 407
2019
Q2 		$7K Hold
68
– – ﹤0.01% 385
2019
Q1 		$7K Sell
68
-4,104
-98% -$435K ﹤0.01% 385
2018
Q4 		$407K Buy
+4,172
New +$452K 0.15% 95

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Point Wealth Management's UPS Position: Q1 2020 in Review

Lake Point Wealth Management held its United Parcel Service (UPS) position steady in Q1 2020 at 30 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Lake Point Wealth Management first reported a position in UPS in Q4 2018 and has held it in 5 quarters since. The position peaked at $407K in Q4 2018. 1,602 funds tracked by Wall St. Rank hold UPS as of Q1 2020.

  • Lake Point Wealth Management held 30 shares of United Parcel Service worth $3K as of Q1 2020.
  • Lake Point Wealth Management left its United Parcel Service share count unchanged in Q1 2020.
  • United Parcel Service made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #245 holding.
  • Lake Point Wealth Management first reported a position in United Parcel Service in Q4 2018 and has held it in 5 quarters since.
  • Lake Point Wealth Management's United Parcel Service position peaked at $407K in Q4 2018.
  • 1,602 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.