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Pacific Financial Group’s United Parcel Service UPS Stock Holding History

Pacific Financial 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
2020
Q4 		– Sell
-125
Closed -$21K – 123
2020
Q3 		$21K Buy
+125
New +$18.2K 0.02% 71
2015
Q1 		– Sell
-200
Closed -$22K – 186
2014
Q4 		$22K Buy
+200
New +$21.1K 0.01% 107

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pacific Financial Group's UPS Position: Q4 2020 in Review

Pacific Financial Group sold out of United Parcel Service (UPS) in Q4 2020, closing a stake of 125 shares — an estimated $21K sold.

Pacific Financial Group first reported a position in UPS in Q4 2014 and held it in 2 quarters. The position peaked at $22K in Q4 2014. 1,940 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

  • Pacific Financial Group reported no remaining United Parcel Service position as of Q4 2020 after selling out during the quarter.
  • Pacific Financial Group sold 125 United Parcel Service shares in Q4 2020, an estimated $21K.
  • Pacific Financial Group first reported a position in United Parcel Service in Q4 2014 and held it in 2 quarters.
  • Pacific Financial Group's United Parcel Service position peaked at $22K in Q4 2014.
  • 1,940 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on Pacific Financial Group's 13F filing for Q4 2020, filed 12 Jan 2021.