OWA
UPS icon

Outlook Wealth Advisors’s United Parcel Service UPS Stock Holding History

Outlook Wealth 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
2019
Q4 		– Sell
-4,436
Closed -$532K – 165
2019
Q3 		$532K Sell
4,436
-426
-9% -$48.7K 0.32% 68
2019
Q2 		$502K Buy
4,862
+107
+2% +$11.1K 0.33% 74
2019
Q1 		$531K Buy
4,755
+4,088
+613% +$434K 0.44% 62
2018
Q4 		$650K Buy
+667
New +$72.3K 0.3% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Outlook Wealth Advisors's UPS Position: Q4 2019 in Review

Outlook Wealth Advisors sold out of United Parcel Service (UPS) in Q4 2019, closing a stake of 4,436 shares — an estimated $532K sold.

Outlook Wealth Advisors first reported a position in UPS in Q4 2018 and held it in 4 quarters. The position peaked at $650K in Q4 2018. 1,624 funds tracked by Wall St. Rank hold UPS as of Q4 2019.

  • Outlook Wealth Advisors reported no remaining United Parcel Service position as of Q4 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 4,436 United Parcel Service shares in Q4 2019, an estimated $532K.
  • Outlook Wealth Advisors first reported a position in United Parcel Service in Q4 2018 and held it in 4 quarters.
  • Outlook Wealth Advisors's United Parcel Service position peaked at $650K in Q4 2018.
  • 1,624 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2019.

Based on Outlook Wealth Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.