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Private Wealth Advisors (Pennsylvania)’s United Parcel Service UPS Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 		$545K Buy
3,234
+152
+5% +$25.7K 0.31% 62
2020
Q3 		$513K Buy
3,082
+3
+0.1% +$437 0.33% 55
2020
Q2 		$342K Buy
3,079
+114
+4% +$11.4K 0.23% 72
2020
Q1 		$272K Buy
2,965
+54
+2% +$5.59K 0.21% 80
2019
Q4 		$336K Buy
2,911
+348
+14% +$41.2K 0.18% 102
2019
Q3 		$307K Sell
2,563
-207
-7% -$23.7K 0.16% 114
2019
Q2 		$286K Buy
2,770
+4
+0.1% +$416 0.1% 121
2019
Q1 		$309K Buy
2,766
+3
+0.1% +$318 0.12% 116
2018
Q4 		$269K Sell
2,763
-1
-0% -$108 0.12% 115
2018
Q3 		$323K Buy
2,764
+12
+0.4% +$1.41K 0.12% 112
2018
Q2 		$292K Hold
2,752
– – 0.12% 111
2018
Q1 		$288K Hold
2,752
– – 0.12% 115
2017
Q4 		$328K Buy
2,752
+210
+8% +$24.7K 0.13% 112
2017
Q3 		$305K Hold
2,542
– – 0.13% 112
2017
Q2 		$281K Sell
2,542
-425
-14% -$45.4K 0.12% 110
2017
Q1 		$318K Hold
2,967
– – 0.14% 105
2016
Q4 		$340K Sell
2,967
-250
-8% -$28.2K 0.16% 102
2016
Q3 		$352K Hold
3,217
– – 0.17% 101
2016
Q2 		$347K Sell
3,217
-150
-4% -$15.6K 0.17% 96
2016
Q1 		$355K Hold
3,367
– – 0.19% 93
2015
Q4 		$324K Sell
3,367
-410
-11% -$41.9K 0.18% 97
2015
Q3 		$373K Sell
3,777
-50
-1% -$4.94K 0.19% 104
2015
Q2 		$371K Hold
3,827
– – 0.17% 105
2015
Q1 		$371K Buy
3,827
+100
+3% +$10.3K 0.17% 101
2014
Q4 		$414K Sell
3,727
-35
-0.9% -$3.69K 0.2% 91
2014
Q3 		$370K Buy
3,762
+25
+0.7% +$2.48K 0.19% 92
2014
Q2 		$384K Hold
3,737
– – 0.2% 94
2014
Q1 		$364K Sell
3,737
-150
-4% -$14.6K 0.2% 94
2013
Q4 		$408K Buy
3,887
+50
+1% +$4.92K 0.22% 88
2013
Q3 		$351K Buy
3,837
+40
+1% +$3.52K 0.21% 92
2013
Q2 		$328K Buy
+3,797
New +$326K 0.2% 92

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

Private Wealth Advisors (Pennsylvania)'s UPS Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) increased its United Parcel Service (UPS) stake by 4.9% in Q4 2020, buying an estimated $25.7K and bringing the position to 3,234 shares worth $545K. The position accounts for 0.31% of the portfolio, ranked #62.

Private Wealth Advisors (Pennsylvania) first reported a position in UPS in Q2 2013 and has held it in 31 quarters since. 1,940 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 3,234 shares of United Parcel Service worth $545K as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) bought 152 United Parcel Service shares in Q4 2020, an estimated $25.7K.
  • United Parcel Service made up 0.31% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #62 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in United Parcel Service in Q2 2013 and has held it in 31 quarters since.
  • 1,940 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.