Mid Atlantic Financial Management’s United Parcel Service UPS Stock Holding History

Mid Atlantic 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 Q3	$1.38M	Buy	7,550 +262	+4%	+$51.7K	0.09%	187
2021 Q2	$1.52M	Buy	7,288 +87	+1%	+$17.4K	0.1%	170
2021 Q1	$1.22M	Sell	7,201 -178	-2%	-$28.8K	0.09%	192
2020 Q4	$1.24M	Buy	7,379 +1,366	+23%	+$231K	0.1%	185
2020 Q3	$981K	Buy	6,013 +115	+2%	+$16.7K	0.09%	214
2020 Q2	$656K	Buy	5,898 +232	+4%	+$23.2K	0.06%	268
2020 Q1	$529K	Buy	5,666 +1,902	+51%	+$197K	0.06%	289
2019 Q4	$441K	Buy	3,764 +218	+6%	+$25.8K	0.04%	426
2019 Q3	$425K	Buy	3,546 +27	+0.8%	+$3.09K	0.05%	395
2019 Q2	$363K	Buy	3,519 +333	+10%	+$34.6K	0.04%	465
2019 Q1	$356K	Buy	+3,186	New	+$338K	0.04%	464

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mid Atlantic Financial Management's UPS Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its United Parcel Service (UPS) stake by 3.6% in Q3 2021, buying an estimated $51.7K and bringing the position to 7,550 shares worth $1.38M. The position accounts for 0.09% of the portfolio, ranked #187.

Mid Atlantic Financial Management first reported a position in UPS in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.52M in Q2 2021. 1,976 funds tracked by Wall St. Rank hold UPS as of Q3 2021.

Mid Atlantic Financial Management held 7,550 shares of United Parcel Service worth $1.38M as of Q3 2021.
Mid Atlantic Financial Management bought 262 United Parcel Service shares in Q3 2021, an estimated $51.7K.
United Parcel Service made up 0.09% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #187 holding.
Mid Atlantic Financial Management first reported a position in United Parcel Service in Q1 2019 and has held it in 11 quarters since.
Mid Atlantic Financial Management's United Parcel Service position peaked at $1.52M in Q2 2021.
1,976 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.