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

Pinnacle 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
2021 Q2	$19.3M	Buy	+92,878	New	+$18.6M	0.78%	31

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Wealth Advisors's UPS Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in United Parcel Service (UPS) in Q2 2021: 92,878 shares worth $19.3M. The stake represents 0.78% of the portfolio and ranks #31 among its holdings.

2,009 funds tracked by Wall St. Rank hold UPS as of Q2 2021.

Pinnacle Wealth Advisors held 92,878 shares of United Parcel Service worth $19.3M as of Q2 2021.
United Parcel Service was a new Pinnacle Wealth Advisors position in Q2 2021.
United Parcel Service made up 0.78% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #31 holding.
2,009 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.