MWNA
UPS icon

Marshall Wace North America’s United Parcel Service UPS Stock Holding History

Marshall Wace North America’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
Q3 		– Sell
-321,337
Closed -$66.8M – 1739
2021
Q2 		$66.8M Buy
321,337
+279,373
+666% +$55.9M 0.28% 73
2021
Q1 		$7.13M Sell
41,964
-199,458
-83% -$32.3M 0.03% 472
2020
Q4 		$40.7M Sell
241,422
-5,895
-2% -$995K 0.18% 140
2020
Q3 		$41.2M Buy
+247,317
New +$36M 0.26% 93
2020
Q2 		– Sell
-5,398
Closed -$504K – 1497
2020
Q1 		$504K Buy
5,398
+1,797
+50% +$186K ﹤0.01% 751
2019
Q4 		$422K Buy
+3,601
New +$426K ﹤0.01% 855
2017
Q2 		– Sell
-20,672
Closed -$2.21M – 1470
2017
Q1 		$2.21M Buy
+20,672
New +$2.26M 0.02% 561

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return