NMC
UPS icon

Nine Masts Capital’s United Parcel Service UPS Stock Holding History

Nine Masts Capital’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
2020
Q1 		– Sell
-10,697
Closed -$1.25M – 128
2019
Q4 		$1.25M Sell
10,697
-155
-1% -$18.3K 0.38% 29
2019
Q3 		$1.3M Buy
+10,852
New +$1.24M 0.25% 38
2019
Q1 		– Sell
-39,789
Closed -$4.22M – 256
2018
Q4 		$3.88M Buy
39,789
+30,314
+320% +$3.29M 0.62% 30
2018
Q3 		$1.11M Sell
9,475
-22,122
-70% -$2.6M 0.3% 88
2018
Q2 		$3.36M Buy
+31,597
New +$3.55M 0.65% 33
2018
Q1 		– Sell
-1,953
Closed -$233K – 371
2017
Q4 		$233K Sell
1,953
-4,936
-72% -$580K 0.03% 121
2017
Q3 		$828K Buy
+6,889
New +$783K 0.12% 46

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return