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Legacy Wealth Management (Mississippi)’s United Parcel Service UPS Stock Holding History

Legacy Wealth Management (Mississippi)’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 		– Sell
-1,950
Closed -$228K – 125
2019
Q4 		$228K Buy
+1,950
New +$231K 0.2% 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

Legacy Wealth Management (Mississippi)'s UPS Position: Q1 2020 in Review

Legacy Wealth Management (Mississippi) sold out of United Parcel Service (UPS) in Q1 2020, closing a stake of 1,950 shares — an estimated $228K sold.

Legacy Wealth Management (Mississippi) first reported a position in UPS in Q4 2019 and held it in 1 quarter. The position peaked at $228K in Q4 2019. 1,602 funds tracked by Wall St. Rank hold UPS as of Q1 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining United Parcel Service position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 1,950 United Parcel Service shares in Q1 2020, an estimated $228K.
  • Legacy Wealth Management (Mississippi) first reported a position in United Parcel Service in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s United Parcel Service position peaked at $228K in Q4 2019.
  • 1,602 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2020, filed 12 Dec 2024.