Lucia Wealth Services’s United Parcel Service UPS Stock Holding History

Lucia Wealth Services’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	$1.64M	Buy	9,816 +421	+4%	+$61.3K	0.38%	50
2020 Q2	$1.04M	Sell	9,395 -140	-1%	-$14K	0.28%	62
2020 Q1	$891K	Buy	9,535 +1,223	+15%	+$127K	0.29%	58
2019 Q4	$973K	Buy	8,312 +4,011	+93%	+$475K	0.3%	64
2019 Q3	$515K	Sell	4,301 -515	-11%	-$58.9K	0.17%	84
2019 Q2	$497K	Sell	4,816 -713	-13%	-$74.2K	0.17%	86
2019 Q1	$618K	Buy	5,529 +2,449	+80%	+$260K	0.21%	89
2018 Q4	$300K	Sell	3,080 -1,851	-38%	-$201K	0.14%	98
2018 Q3	$576K	Sell	4,931 -199	-4%	-$23.4K	0.18%	99
2018 Q2	$545K	Sell	5,130 -268	-5%	-$30.1K	0.24%	82
2018 Q1	$565K	Sell	5,398 -601	-10%	-$69.5K	0.18%	97
2017 Q4	$715K	Buy	+5,999	New	+$705K	0.32%	64

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

Lucia Wealth Services's UPS Position: Q3 2020 in Review

Lucia Wealth Services increased its United Parcel Service (UPS) stake by 4.5% in Q3 2020, buying an estimated $61.3K and bringing the position to 9,816 shares worth $1.64M. The position accounts for 0.38% of the portfolio, ranked #50.

Lucia Wealth Services first reported a position in UPS in Q4 2017 and has held it in 12 quarters since. 1,787 funds tracked by Wall St. Rank hold UPS as of Q3 2020.

Lucia Wealth Services held 9,816 shares of United Parcel Service worth $1.64M as of Q3 2020.
Lucia Wealth Services bought 421 United Parcel Service shares in Q3 2020, an estimated $61.3K.
United Parcel Service made up 0.38% of Lucia Wealth Services's portfolio in Q3 2020, its #50 holding.
Lucia Wealth Services first reported a position in United Parcel Service in Q4 2017 and has held it in 12 quarters since.
1,787 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.