NNP
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Nachman Norwood & Parrott’s United Parcel Service UPS Stock Holding History

Nachman Norwood & Parrott’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 		$510K Sell
2,453
-31
-1% -$6.2K 0.05% 184
2021
Q1 		$422K Buy
2,484
+60
+2% +$9.71K 0.05% 195
2020
Q4 		$408K Buy
2,424
+46
+2% +$7.76K 0.05% 188
2020
Q3 		$396K Sell
2,378
-14
-0.6% -$2.04K 0.05% 182
2020
Q2 		$266K Sell
2,392
-165
-6% -$16.5K 0.04% 212
2020
Q1 		$239K Sell
2,557
-283
-10% -$29.3K 0.05% 198
2019
Q4 		$332K Buy
2,840
+260
+10% +$30.8K 0.05% 200
2019
Q3 		$309K Buy
2,580
+305
+13% +$34.9K 0.06% 196
2019
Q2 		$235K Sell
2,275
-400
-15% -$41.6K 0.04% 222
2019
Q1 		$299K Sell
2,675
-10
-0.4% -$1.06K 0.06% 187
2018
Q4 		$262K Buy
+2,685
New +$291K 0.05% 191

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

Nachman Norwood & Parrott's UPS Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its United Parcel Service (UPS) stake by 1.2% in Q2 2021, selling an estimated $6.2K and leaving 2,453 shares worth $510K. The position accounts for 0.05% of the portfolio, ranked #184.

Nachman Norwood & Parrott first reported a position in UPS in Q4 2018 and has held it in 11 quarters since. 2,010 funds tracked by Wall St. Rank hold UPS as of Q2 2021.

  • Nachman Norwood & Parrott held 2,453 shares of United Parcel Service worth $510K as of Q2 2021.
  • Nachman Norwood & Parrott sold 31 United Parcel Service shares in Q2 2021, an estimated $6.2K.
  • United Parcel Service made up 0.05% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #184 holding.
  • Nachman Norwood & Parrott first reported a position in United Parcel Service in Q4 2018 and has held it in 11 quarters since.
  • 2,010 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.