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Lion Street Advisors’s United Parcel Service UPS Stock Holding History

Lion Street Advisors’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 		– Sell
-29
Closed -$3K – 392
2020
Q1 		$3K Buy
+29
New +$3K 0.02% 329

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lion Street Advisors's UPS Position: Q2 2020 in Review

Lion Street Advisors sold out of United Parcel Service (UPS) in Q2 2020, closing a stake of 29 shares — an estimated $3K sold.

Lion Street Advisors first reported a position in UPS in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 1,632 funds tracked by Wall St. Rank hold UPS as of Q2 2020.

  • Lion Street Advisors reported no remaining United Parcel Service position as of Q2 2020 after selling out during the quarter.
  • Lion Street Advisors sold 29 United Parcel Service shares in Q2 2020, an estimated $3K.
  • Lion Street Advisors first reported a position in United Parcel Service in Q1 2020 and held it in 1 quarter.
  • Lion Street Advisors's United Parcel Service position peaked at $3K in Q1 2020.
  • 1,632 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.