LifePlan Financial Group’s United Parcel Service UPS Stock Holding History

LifePlan Financial Group’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	$214K	Hold	1,286	–	–	0.09%	126
2020 Q2	$143K	Buy	1,286 +1,215	+1,711%	+$121K	0.07%	149
2020 Q1	$7K	Hold	71	–	–	﹤0.01%	426
2019 Q4	$8K	Hold	71	–	–	﹤0.01%	439
2019 Q3	$9K	Hold	71	–	–	﹤0.01%	424
2019 Q2	$7K	Hold	71	–	–	﹤0.01%	433
2019 Q1	$8K	Hold	71	–	–	﹤0.01%	425
2018 Q4	$7K	Hold	71	–	–	﹤0.01%	415
2018 Q3	$8K	Buy	71 +16	+29%	+$1.88K	﹤0.01%	408
2018 Q2	$6K	Hold	55	–	–	﹤0.01%	422
2018 Q1	$6K	Buy	+55	New	+$6.36K	﹤0.01%	405

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

LifePlan Financial Group's UPS Position: Q3 2020 in Review

LifePlan Financial Group held its United Parcel Service (UPS) position steady in Q3 2020 at 1,286 shares worth $214K. The position accounts for 0.09% of the portfolio, ranked #126.

LifePlan Financial Group first reported a position in UPS in Q1 2018 and has held it in 11 quarters since. 1,787 funds tracked by Wall St. Rank hold UPS as of Q3 2020.

LifePlan Financial Group held 1,286 shares of United Parcel Service worth $214K as of Q3 2020.
LifePlan Financial Group left its United Parcel Service share count unchanged in Q3 2020.
United Parcel Service made up 0.09% of LifePlan Financial Group's portfolio in Q3 2020, its #126 holding.
LifePlan Financial Group first reported a position in United Parcel Service in Q1 2018 and has held it in 11 quarters since.
1,787 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.