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MPS Loria Financial Planners’s United Parcel Service UPS Stock Holding History

MPS Loria Financial Planners’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
-298
Closed -$50K – 538
2021
Q1 		$50K Buy
298
+1
+0.3% +$162 0.02% 161
2020
Q4 		$49K Buy
297
+97
+49% +$16.4K 0.02% 161
2020
Q3 		$33K Buy
200
+2
+1% +$291 0.02% 170
2020
Q2 		$22K Buy
+198
New +$19.8K 0.01% 195
2017
Q3 		– Sell
-309
Closed -$35K – 318
2017
Q2 		$35K Buy
+309
New +$33K 0.02% 183

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
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

MPS Loria Financial Planners's UPS Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of United Parcel Service (UPS) in Q2 2021, closing a stake of 298 shares — an estimated $50K sold.

MPS Loria Financial Planners first reported a position in UPS in Q2 2017 and held it in 5 quarters. The position peaked at $50K in Q1 2021. 2,009 funds tracked by Wall St. Rank hold UPS as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining United Parcel Service position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 298 United Parcel Service shares in Q2 2021, an estimated $50K.
  • MPS Loria Financial Planners first reported a position in United Parcel Service in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's United Parcel Service position peaked at $50K in Q1 2021.
  • 2,009 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.