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New England Professional Planning Group’s United Parcel Service UPS Stock Holding History

New England Professional Planning 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
Q2 		– Sell
-1,002
Closed -$215K – 59
2021
Q1 		$215K Buy
+1,002
New +$162K 0.13% 50

Other funds holding UPS

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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

New England Professional Planning Group's UPS Position: Q2 2021 in Review

New England Professional Planning Group sold out of United Parcel Service (UPS) in Q2 2021, closing a stake of 1,002 shares — an estimated $215K sold.

New England Professional Planning Group first reported a position in UPS in Q1 2021 and held it in 1 quarter. The position peaked at $215K in Q1 2021. 2,009 funds tracked by Wall St. Rank hold UPS as of Q2 2021.

  • New England Professional Planning Group reported no remaining United Parcel Service position as of Q2 2021 after selling out during the quarter.
  • New England Professional Planning Group sold 1,002 United Parcel Service shares in Q2 2021, an estimated $215K.
  • New England Professional Planning Group first reported a position in United Parcel Service in Q1 2021 and held it in 1 quarter.
  • New England Professional Planning Group's United Parcel Service position peaked at $215K in Q1 2021.
  • 2,009 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2021.

Based on New England Professional Planning Group's 13F filing for Q2 2021, filed 16 Aug 2021.