Lenox Wealth Management’s United Parcel Service UPS Stock Holding History

Lenox 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 Q2	$4K	Hold	37	–	–	﹤0.01%	568
2020 Q1	$3K	Buy	37 +14	+61%	+$1.45K	﹤0.01%	569
2019 Q4	$3K	Hold	23	–	–	﹤0.01%	614
2019 Q3	$2K	Buy	+23	New	+$2.63K	﹤0.01%	640
2014 Q2	–	Sell	-103	Closed	-$10K	–	175
2014 Q1	$10K	Sell	103 -115	-53%	-$11.2K	0.01%	143
2013 Q4	$23K	Buy	+218	New	+$21.5K	0.02%	120

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

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

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

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

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

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

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

Lenox Wealth Management's UPS Position: Q2 2020 in Review

Lenox Wealth Management held its United Parcel Service (UPS) position steady in Q2 2020 at 37 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Lenox Wealth Management first reported a position in UPS in Q4 2013 and has held it in 6 quarters since. The position peaked at $23K in Q4 2013. 1,632 funds tracked by Wall St. Rank hold UPS as of Q2 2020.

Lenox Wealth Management held 37 shares of United Parcel Service worth $4K as of Q2 2020.
Lenox Wealth Management left its United Parcel Service share count unchanged in Q2 2020.
United Parcel Service made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #568 holding.
Lenox Wealth Management first reported a position in United Parcel Service in Q4 2013 and has held it in 6 quarters since.
Lenox Wealth Management's United Parcel Service position peaked at $23K in Q4 2013.
1,632 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.