MACRO Consulting Group’s United Parcel Service UPS Stock Holding History

MACRO Consulting 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
2021 Q2	$2.55M	Sell	12,252 -1,215	-9%	-$243K	1.31%	18
2021 Q1	$2.29M	Sell	13,467 -294	-2%	-$47.6K	1.24%	19
2020 Q4	$2.32M	Buy	13,761 +41	+0.3%	+$6.92K	1.34%	18
2020 Q3	$2.15M	Sell	13,720 -2,998	-18%	-$436K	1.42%	17
2020 Q2	$1.86M	Sell	16,718 -59	-0.4%	-$5.89K	1.29%	19
2020 Q1	$1.56M	Buy	16,777 +402	+2%	+$41.6K	1.2%	29
2019 Q4	$1.92M	Buy	16,375 +551	+3%	+$65.2K	1.51%	17
2019 Q3	$1.89M	Buy	15,824 +108	+0.7%	+$12.3K	1.61%	14
2019 Q2	$1.62M	Buy	15,716 +2,626	+20%	+$273K	1.39%	31
2019 Q1	$1.47M	Buy	13,090 +82	+0.6%	+$8.7K	1.4%	34
2018 Q4	$1.27M	Buy	+13,008	New	+$1.41M	1.24%	36

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MACRO Consulting Group's UPS Position: Q2 2021 in Review

MACRO Consulting Group reduced its United Parcel Service (UPS) stake by 9% in Q2 2021, selling an estimated $243K and leaving 12,252 shares worth $2.55M. The position accounts for 1.31% of the portfolio, ranked #18.

MACRO Consulting Group first reported a position in UPS in Q4 2018 and has held it in 11 quarters since. 2,010 funds tracked by Wall St. Rank hold UPS as of Q2 2021.

MACRO Consulting Group held 12,252 shares of United Parcel Service worth $2.55M as of Q2 2021.
MACRO Consulting Group sold 1,215 United Parcel Service shares in Q2 2021, an estimated $243K.
United Parcel Service made up 1.31% of MACRO Consulting Group's portfolio in Q2 2021, its #18 holding.
MACRO Consulting Group first reported a position in United Parcel Service in Q4 2018 and has held it in 11 quarters since.
2,010 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.