MFM
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MD Financial Management’s United Parcel Service UPS Stock Holding History

MD Financial Management’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
Q4 		$539K Sell
2,516
-7,814
-76% -$1.59M 0.01% 264
2021
Q3 		$1.88M Buy
10,330
+1,342
+15% +$265K 0.05% 200
2021
Q2 		$1.87M Buy
8,988
+2,346
+35% +$469K 0.05% 205
2021
Q1 		$1.13M Buy
6,642
+6,018
+964% +$973K 0.03% 158
2020
Q4 		$105K Buy
+624
New +$105K ﹤0.01% 53

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

MD Financial Management's UPS Position: Q4 2021 in Review

MD Financial Management reduced its United Parcel Service (UPS) stake by 76% in Q4 2021, selling an estimated $1.59M and leaving 2,516 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #264.

MD Financial Management first reported a position in UPS in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.88M in Q3 2021. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

  • MD Financial Management held 2,516 shares of United Parcel Service worth $539K as of Q4 2021.
  • MD Financial Management sold 7,814 United Parcel Service shares in Q4 2021, an estimated $1.59M.
  • United Parcel Service made up 0.01% of MD Financial Management's portfolio in Q4 2021, its #264 holding.
  • MD Financial Management first reported a position in United Parcel Service in Q4 2020 and has held it in 5 quarters since.
  • MD Financial Management's United Parcel Service position peaked at $1.88M in Q3 2021.
  • 2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.