OEP
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Ocean Endowment Partners’s United Parcel Service UPS Stock Holding History

Ocean Endowment Partners’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
-2,490
Closed -$291K – 37
2019
Q4 		$291K Buy
+2,490
New +$295K 0.28% 32

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T. Rowe Price Associates
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ClearBridge Investments
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Fidelity Investments
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Wellington Management Group
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Franklin Resources
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Geode Capital Management
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Ocean Endowment Partners's UPS Position: Q1 2020 in Review

Ocean Endowment Partners sold out of United Parcel Service (UPS) in Q1 2020, closing a stake of 2,490 shares — an estimated $291K sold.

Ocean Endowment Partners first reported a position in UPS in Q4 2019 and held it in 1 quarter. The position peaked at $291K in Q4 2019. 1,602 funds tracked by Wall St. Rank hold UPS as of Q1 2020.

  • Ocean Endowment Partners reported no remaining United Parcel Service position as of Q1 2020 after selling out during the quarter.
  • Ocean Endowment Partners sold 2,490 United Parcel Service shares in Q1 2020, an estimated $291K.
  • Ocean Endowment Partners first reported a position in United Parcel Service in Q4 2019 and held it in 1 quarter.
  • Ocean Endowment Partners's United Parcel Service position peaked at $291K in Q4 2019.
  • 1,602 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2020.

Based on Ocean Endowment Partners's 13F filing for Q1 2020, filed 13 May 2020.