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Meridian Wealth Partners’s United Parcel Service UPS Stock Holding History

Meridian Wealth Partners’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 		– Sell
-300
Closed -$51K – 1204
2021
Q1 		$51K Buy
+300
New +$48.5K 0.02% 157

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Partners's UPS Position: Q2 2021 in Review

Meridian Wealth Partners sold out of United Parcel Service (UPS) in Q2 2021, closing a stake of 318 shares — an estimated $54K sold.

Meridian Wealth Partners first reported a position in UPS in Q4 2019 and held it in 5 quarters. The position peaked at $54K in Q1 2021. 2,009 funds tracked by Wall St. Rank hold UPS as of Q2 2021.

  • Meridian Wealth Partners reported no remaining United Parcel Service position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 318 United Parcel Service shares in Q2 2021, an estimated $54K.
  • Meridian Wealth Partners first reported a position in United Parcel Service in Q4 2019 and held it in 5 quarters.
  • Meridian Wealth Partners's United Parcel Service position peaked at $54K in Q1 2021.
  • 2,009 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.