Legg Mason Asset Management’s United Parcel Service UPS Stock Holding History

Legg Mason Asset 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
2021 Q4	$815K	Sell	3,804 -190	-5%	-$38.6K	0.9%	43
2021 Q3	$727K	Sell	3,994 -330	-8%	-$65.1K	0.84%	54
2021 Q2	$899K	Sell	4,324 -386	-8%	-$77.2K	0.98%	32
2021 Q1	$801K	Sell	4,710 -934	-17%	-$151K	0.87%	46
2020 Q4	$950K	Buy	+5,644	New	+$953K	0.94%	33
2020 Q2	$1M	Buy	9,037 +1,463	+19%	+$146K	1.1%	15
2020 Q1	$708K	Buy	7,574 +840	+12%	+$87K	0.95%	36
2019 Q4	$787K	Buy	6,734 +330	+5%	+$39.1K	0.85%	50
2019 Q3	$768K	Sell	6,404 -210	-3%	-$24K	0.82%	56
2019 Q2	$684K	Buy	+6,614	New	+$688K	0.77%	54

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Legg Mason Asset Management's UPS Position: Q4 2021 in Review

Legg Mason Asset Management reduced its United Parcel Service (UPS) stake by 4.8% in Q4 2021, selling an estimated $38.6K and leaving 3,804 shares worth $815K. The position accounts for 0.9% of the portfolio, ranked #43.

Legg Mason Asset Management first reported a position in UPS in Q2 2019 and has held it in 10 quarters since. The position peaked at $1M in Q2 2020. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

Legg Mason Asset Management held 3,804 shares of United Parcel Service worth $815K as of Q4 2021.
Legg Mason Asset Management sold 190 United Parcel Service shares in Q4 2021, an estimated $38.6K.
United Parcel Service made up 0.9% of Legg Mason Asset Management's portfolio in Q4 2021, its #43 holding.
Legg Mason Asset Management first reported a position in United Parcel Service in Q2 2019 and has held it in 10 quarters since.
Legg Mason Asset Management's United Parcel Service position peaked at $1M in Q2 2020.
2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on Legg Mason Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.