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New England Investment & Retirement Group’s United Parcel Service UPS Stock Holding History

New England Investment & Retirement Group’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 		$3.2M Buy
17,556
+252
+1% +$49.7K 0.74% 34
2021
Q2 		$3.6M Buy
17,304
+1,806
+12% +$361K 0.78% 35
2021
Q1 		$2.63M Buy
15,498
+4,185
+37% +$677K 0.64% 39
2020
Q4 		$1.91M Buy
11,313
+2,722
+32% +$459K 0.44% 45
2020
Q3 		$1.43M Buy
+8,591
New +$1.25M 0.36% 50

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New England Investment & Retirement Group's UPS Position: Q3 2021 in Review

New England Investment & Retirement Group increased its United Parcel Service (UPS) stake by 1.5% in Q3 2021, buying an estimated $49.7K and bringing the position to 17,556 shares worth $3.2M. The position accounts for 0.74% of the portfolio, ranked #34.

New England Investment & Retirement Group first reported a position in UPS in Q3 2020 and has held it in 5 quarters since. The position peaked at $3.6M in Q2 2021. 1,977 funds tracked by Wall St. Rank hold UPS as of Q3 2021.

  • New England Investment & Retirement Group held 17,556 shares of United Parcel Service worth $3.2M as of Q3 2021.
  • New England Investment & Retirement Group bought 252 United Parcel Service shares in Q3 2021, an estimated $49.7K.
  • United Parcel Service made up 0.74% of New England Investment & Retirement Group's portfolio in Q3 2021, its #34 holding.
  • New England Investment & Retirement Group first reported a position in United Parcel Service in Q3 2020 and has held it in 5 quarters since.
  • New England Investment & Retirement Group's United Parcel Service position peaked at $3.6M in Q2 2021.
  • 1,977 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.