Perella Weinberg Partners Capital Management’s United Parcel Service UPS Stock Holding History

Perella Weinberg Partners Capital Management’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	-10,590	Closed	-$1.27M	–	26
2019 Q3	$1.27M	Sell	10,590 -4,438	-30%	-$507K	0.41%	20
2019 Q2	$1.55M	Sell	15,028 -2,019	-12%	-$210K	0.07%	169
2019 Q1	$1.91M	Buy	+17,047	New	+$1.81M	0.09%	143
2013 Q3	–	Sell	-3,700	Closed	-$320K	–	246
2013 Q2	$320K	Buy	+3,700	New	+$317K	0.02%	224

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Perella Weinberg Partners Capital Management's UPS Position: Q4 2019 in Review

Perella Weinberg Partners Capital Management sold out of United Parcel Service (UPS) in Q4 2019, closing a stake of 10,590 shares — an estimated $1.27M sold.

Perella Weinberg Partners Capital Management first reported a position in UPS in Q2 2013 and held it in 4 quarters. The position peaked at $1.91M in Q1 2019. 1,625 funds tracked by Wall St. Rank hold UPS as of Q4 2019.

Perella Weinberg Partners Capital Management reported no remaining United Parcel Service position as of Q4 2019 after selling out during the quarter.
Perella Weinberg Partners Capital Management sold 10,590 United Parcel Service shares in Q4 2019, an estimated $1.27M.
Perella Weinberg Partners Capital Management first reported a position in United Parcel Service in Q2 2013 and held it in 4 quarters.
Perella Weinberg Partners Capital Management's United Parcel Service position peaked at $1.91M in Q1 2019.
1,625 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2019.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.