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PagnatoKarp Partners’s United Parcel Service UPS Stock Holding History

PagnatoKarp 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
Q2 		– Sell
-4,424
Closed -$413K – 133
2020
Q1 		$413K Sell
4,424
-270
-6% -$28K 0.1% 102
2019
Q4 		$550K Sell
4,694
-51
-1% -$6.04K 0.1% 98
2019
Q3 		$569K Buy
4,745
+81
+2% +$9.26K 0.11% 94
2019
Q2 		$482K Sell
4,664
-318
-6% -$33.1K 0.1% 104
2019
Q1 		$557K Buy
4,982
+173
+4% +$18.3K 0.12% 94
2018
Q4 		$469K Sell
4,809
-590
-11% -$64K 0.1% 88
2018
Q3 		$630K Buy
5,399
+402
+8% +$47.3K 0.18% 72
2018
Q2 		$531K Buy
4,997
+363
+8% +$40.8K 0.17% 76
2018
Q1 		$485K Sell
4,634
-122
-3% -$14.1K 0.2% 82
2017
Q4 		$566K Sell
4,756
-58
-1% -$6.82K 0.16% 80
2017
Q3 		$578K Buy
4,814
+108
+2% +$12.3K 0.15% 80
2017
Q2 		$520K Buy
4,706
+124
+3% +$13.3K 0.16% 79
2017
Q1 		$492K Buy
4,582
+115
+3% +$12.6K 0.14% 75
2016
Q4 		$512K Buy
+4,467
New +$503K 0.15% 73

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PagnatoKarp Partners's UPS Position: Q2 2020 in Review

PagnatoKarp Partners sold out of United Parcel Service (UPS) in Q2 2020, closing a stake of 4,424 shares — an estimated $413K sold.

PagnatoKarp Partners first reported a position in UPS in Q4 2016 and held it in 14 quarters. The position peaked at $630K in Q3 2018. 1,633 funds tracked by Wall St. Rank hold UPS as of Q2 2020.

  • PagnatoKarp Partners reported no remaining United Parcel Service position as of Q2 2020 after selling out during the quarter.
  • PagnatoKarp Partners sold 4,424 United Parcel Service shares in Q2 2020, an estimated $413K.
  • PagnatoKarp Partners first reported a position in United Parcel Service in Q4 2016 and held it in 14 quarters.
  • PagnatoKarp Partners's United Parcel Service position peaked at $630K in Q3 2018.
  • 1,633 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.