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Mason Investment Advisory Services’s United Parcel Service UPS Stock Holding History

Mason Investment Advisory 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
Q2 		– Sell
-9,549
Closed -$892K – 85
2020
Q1 		$892K Buy
9,549
+1,265
+15% +$131K 0.15% 34
2019
Q4 		$970K Hold
8,284
– – 0.14% 52
2019
Q3 		$993K Buy
8,284
+1,165
+16% +$133K 0.16% 53
2019
Q2 		$735K Hold
7,119
– – 0.12% 55
2019
Q1 		$795K Buy
+7,119
New +$755K 0.22% 52

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

Mason Investment Advisory Services's UPS Position: Q2 2020 in Review

Mason Investment Advisory Services sold out of United Parcel Service (UPS) in Q2 2020, closing a stake of 9,549 shares — an estimated $892K sold.

Mason Investment Advisory Services first reported a position in UPS in Q1 2019 and held it in 5 quarters. The position peaked at $993K in Q3 2019. 1,632 funds tracked by Wall St. Rank hold UPS as of Q2 2020.

  • Mason Investment Advisory Services reported no remaining United Parcel Service position as of Q2 2020 after selling out during the quarter.
  • Mason Investment Advisory Services sold 9,549 United Parcel Service shares in Q2 2020, an estimated $892K.
  • Mason Investment Advisory Services first reported a position in United Parcel Service in Q1 2019 and held it in 5 quarters.
  • Mason Investment Advisory Services's United Parcel Service position peaked at $993K in Q3 2019.
  • 1,632 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2020.

Based on Mason Investment Advisory Services's 13F filing for Q2 2020, filed 5 Aug 2024.