Lehman & Derafelo Financial Resources’s United Parcel Service UPS Stock Holding History

Lehman & Derafelo Financial Resources’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	-28,532	Closed	-$3.17M	–	295
2020 Q2	$3.17M	Sell	28,532 -1,260	-4%	-$126K	1.11%	16
2020 Q1	$2.78M	Sell	29,792 -499	-2%	-$51.7K	1.16%	18
2019 Q4	$3.55M	Sell	30,291 -199	-0.7%	-$23.6K	1.27%	17
2019 Q3	$3.65M	Sell	30,490 -299	-1%	-$34.2K	1.4%	17
2019 Q2	$3.15M	Sell	30,789 -299	-1%	-$31.1K	1.29%	18
2019 Q1	$3.47M	Sell	31,088 -299	-1%	-$31.7K	1.5%	16
2018 Q4	$3.06M	Buy	+31,387	New	+$3.4M	1.52%	15

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lehman & Derafelo Financial Resources's UPS Position: Q3 2020 in Review

Lehman & Derafelo Financial Resources sold out of United Parcel Service (UPS) in Q3 2020, closing a stake of 28,532 shares — an estimated $3.17M sold.

Lehman & Derafelo Financial Resources first reported a position in UPS in Q4 2018 and held it in 7 quarters. The position peaked at $3.65M in Q3 2019. 1,787 funds tracked by Wall St. Rank hold UPS as of Q3 2020.

Lehman & Derafelo Financial Resources reported no remaining United Parcel Service position as of Q3 2020 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 28,532 United Parcel Service shares in Q3 2020, an estimated $3.17M.
Lehman & Derafelo Financial Resources first reported a position in United Parcel Service in Q4 2018 and held it in 7 quarters.
Lehman & Derafelo Financial Resources's United Parcel Service position peaked at $3.65M in Q3 2019.
1,787 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2020, filed 6 Nov 2020.