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New World Advisors’s United Parcel Service UPS Stock Holding History

New World Advisors’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 		– Sell
-5,591
Closed -$1.16M – 129
2021
Q2 		$1.16M Buy
+5,591
New +$1.12M 0.78% 25
2019
Q2 		– Sell
-120
Closed -$13K – 108
2019
Q1 		$13K Buy
+120
New +$12.7K 0.01% 80

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 World Advisors's UPS Position: Q3 2021 in Review

New World Advisors sold out of United Parcel Service (UPS) in Q3 2021, closing a stake of 5,591 shares — an estimated $1.16M sold.

New World Advisors first reported a position in UPS in Q1 2019 and held it in 2 quarters. The position peaked at $1.16M in Q2 2021. 1,976 funds tracked by Wall St. Rank hold UPS as of Q3 2021.

  • New World Advisors reported no remaining United Parcel Service position as of Q3 2021 after selling out during the quarter.
  • New World Advisors sold 5,591 United Parcel Service shares in Q3 2021, an estimated $1.16M.
  • New World Advisors first reported a position in United Parcel Service in Q1 2019 and held it in 2 quarters.
  • New World Advisors's United Parcel Service position peaked at $1.16M in Q2 2021.
  • 1,976 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2021.

Based on New World Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.