Resource Management’s United Parcel Service UPS Stock Holding History

Resource 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
2021 Q4	$1.29M	Buy	5,998 +741	+14%	+$151K	0.13%	54
2021 Q3	$957K	Buy	5,257 +608	+13%	+$120K	0.11%	67
2021 Q2	$967K	Sell	4,649 -91	-2%	-$18.2K	0.11%	65
2021 Q1	$806K	Sell	4,740 -1,455	-23%	-$235K	0.1%	75
2020 Q4	$1.04M	Buy	6,195 +2,098	+51%	+$354K	0.14%	58
2020 Q3	$683K	Buy	4,097 +569	+16%	+$82.8K	0.11%	68
2020 Q2	$392K	Sell	3,528 -404	-10%	-$40.3K	0.07%	90
2020 Q1	$367K	Sell	3,932 -1,098	-22%	-$114K	0.08%	89
2019 Q4	$589K	Sell	5,030 -2,309	-31%	-$273K	0.09%	71
2019 Q3	$879K	Sell	7,339 -3,535	-33%	-$404K	0.15%	52
2019 Q2	$1.12M	Sell	10,874 -2,701	-20%	-$281K	0.19%	39
2019 Q1	$1.52M	Sell	13,575 -1,345	-9%	-$143K	0.27%	35
2018 Q4	$1.46M	Buy	14,920 +11	+0.1%	+$1.19K	0.31%	34
2018 Q3	$1.74M	Buy	14,909 +62	+0.4%	+$7.3K	0.32%	25
2018 Q2	$1.58M	Buy	14,847 +1,676	+13%	+$188K	0.31%	27
2018 Q1	$1.38M	Sell	13,171 -1,855	-12%	-$214K	0.29%	32
2017 Q4	$1.62M	Buy	+15,026	New	+$1.77M	0.33%	27

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Resource Management's UPS Position: Q4 2021 in Review

Resource Management increased its United Parcel Service (UPS) stake by 14% in Q4 2021, buying an estimated $151K and bringing the position to 5,998 shares worth $1.29M. The position accounts for 0.13% of the portfolio, ranked #54.

Resource Management first reported a position in UPS in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.74M in Q3 2018. 2,230 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

Resource Management held 5,998 shares of United Parcel Service worth $1.29M as of Q4 2021.
Resource Management bought 741 United Parcel Service shares in Q4 2021, an estimated $151K.
United Parcel Service made up 0.13% of Resource Management's portfolio in Q4 2021, its #54 holding.
Resource Management first reported a position in United Parcel Service in Q4 2017 and has held it in 17 quarters since.
Resource Management's United Parcel Service position peaked at $1.74M in Q3 2018.
2,230 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.