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Reilly Financial Advisors’s United Parcel Service UPS Stock Holding History

Reilly Financial 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
2016
Q2 		– Sell
-52
Closed -$5K – 975
2016
Q1 		$5K Buy
52
+2
+4% +$194 ﹤0.01% 917
2015
Q4 		$5K Buy
+50
New +$5.11K ﹤0.01% 937

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Reilly Financial Advisors's UPS Position: Q4 2021 in Review

Reilly Financial Advisors increased its United Parcel Service (UPS) stake by 4.7% in Q4 2021, buying an estimated $5.7K and bringing the position to 627 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #246.

Reilly Financial Advisors first reported a position in UPS in Q2 2013 and has held it in 26 quarters since. The position peaked at $9.99M in Q2 2014. 2,230 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

  • Reilly Financial Advisors held 627 shares of United Parcel Service worth $134K as of Q4 2021.
  • Reilly Financial Advisors bought 28 United Parcel Service shares in Q4 2021, an estimated $5.7K.
  • United Parcel Service made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #246 holding.
  • Reilly Financial Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 26 quarters since.
  • Reilly Financial Advisors's United Parcel Service position peaked at $9.99M in Q2 2014.
  • 2,230 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.