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Rampart Investment Management’s United Parcel Service UPS Stock Holding History

Rampart Investment 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
2020
Q4 		– Sell
-2,507
Closed -$418K – 350
2020
Q3 		$418K Sell
2,507
-2,659
-51% -$387K 0.26% 93
2020
Q2 		$574K Buy
5,166
+264
+5% +$26.4K 0.1% 234
2020
Q1 		$458K Sell
4,902
-4,393
-47% -$455K 0.22% 103
2019
Q4 		$1.09M Buy
9,295
+450
+5% +$53.3K 0.13% 212
2019
Q3 		$1.06M Sell
8,845
-292
-3% -$33.4K 0.13% 210
2019
Q2 		$944K Sell
9,137
-1,213
-12% -$126K 0.11% 229
2019
Q1 		$1.16M Buy
10,350
+3,654
+55% +$388K 0.13% 211
2018
Q4 		$653K Sell
6,696
-1,600
-19% -$173K 0.18% 124
2018
Q3 		$805K Buy
8,296
+1,269
+18% +$149K 0.35% 68
2018
Q2 		$746K Sell
7,027
-8,198
-54% -$921K 0.07% 302
2018
Q1 		$1.59M Buy
15,225
+6,777
+80% +$783K 0.15% 189
2017
Q4 		$1.01M Sell
8,448
-51
-0.6% -$5.99K 0.39% 62
2017
Q3 		$1.02M Sell
8,499
-337
-4% -$38.3K 0.35% 64
2017
Q2 		$977K Buy
8,836
+6,946
+368% +$742K 0.35% 63
2017
Q1 		$203K Buy
+1,890
New +$207K 0.07% 73

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

Rampart Investment Management's UPS Position: Q4 2020 in Review

Rampart Investment Management sold out of United Parcel Service (UPS) in Q4 2020, closing a stake of 2,507 shares — an estimated $418K sold.

Rampart Investment Management first reported a position in UPS in Q1 2017 and held it in 15 quarters. The position peaked at $1.59M in Q1 2018. 1,941 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

  • Rampart Investment Management reported no remaining United Parcel Service position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 2,507 United Parcel Service shares in Q4 2020, an estimated $418K.
  • Rampart Investment Management first reported a position in United Parcel Service in Q1 2017 and held it in 15 quarters.
  • Rampart Investment Management's United Parcel Service position peaked at $1.59M in Q1 2018.
  • 1,941 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.