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Price Wealth’s United Parcel Service UPS Stock Holding History

Price Wealth’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
Q3 		$11K Hold
68
– – ﹤0.01% 293
2020
Q2 		$8K Buy
68
+55
+423% +$5.49K ﹤0.01% 196
2020
Q1 		$1K Buy
+13
New +$1.35K ﹤0.01% 381
2018
Q3 		– Sell
-342
Closed -$36K – 424
2018
Q2 		$36K Buy
342
+199
+139% +$22.4K 0.01% 141
2018
Q1 		$15K Sell
143
-143
-50% -$16.5K 0.01% 126
2017
Q4 		$34K Buy
+286
New +$33.6K 0.02% 77

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Price Wealth's UPS Position: Q3 2020 in Review

Price Wealth held its United Parcel Service (UPS) position steady in Q3 2020 at 68 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Price Wealth first reported a position in UPS in Q4 2017 and has held it in 6 quarters since. The position peaked at $36K in Q2 2018. 1,787 funds tracked by Wall St. Rank hold UPS as of Q3 2020.

  • Price Wealth held 68 shares of United Parcel Service worth $11K as of Q3 2020.
  • Price Wealth left its United Parcel Service share count unchanged in Q3 2020.
  • United Parcel Service made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #293 holding.
  • Price Wealth first reported a position in United Parcel Service in Q4 2017 and has held it in 6 quarters since.
  • Price Wealth's United Parcel Service position peaked at $36K in Q2 2018.
  • 1,787 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.