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Rikoon Group’s United Parcel Service UPS Stock Holding History

Rikoon Group’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
Q1 		$352K Hold
2,072
– – 0.09% 182
2020
Q4 		$349K Buy
2,072
+25
+1% +$4.22K 0.1% 172
2020
Q3 		$341K Hold
2,047
– – 0.11% 156
2020
Q2 		$228K Sell
2,047
-100
-5% -$9.98K 0.08% 195
2020
Q1 		$201K Sell
2,147
-96
-4% -$9.95K 0.08% 176
2019
Q4 		$263K Hold
2,243
– – 0.09% 180
2019
Q3 		$269K Hold
2,243
– – 0.1% 168
2019
Q2 		$232K Buy
2,243
+100
+5% +$10.4K 0.09% 183
2019
Q1 		$239K Hold
2,143
– – 0.09% 182
2018
Q4 		$209K Buy
2,143
+89
+4% +$9.65K 0.09% 185
2018
Q3 		$239K Buy
2,054
+113
+6% +$13.3K 0.08% 191
2018
Q2 		$206K Sell
1,941
-187
-9% -$21K 0.08% 197
2018
Q1 		$220K Buy
+2,128
New +$246K 0.09% 184

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rikoon Group's UPS Position: Q1 2021 in Review

Rikoon Group held its United Parcel Service (UPS) position steady in Q1 2021 at 2,072 shares worth $352K. The position accounts for 0.09% of the portfolio, ranked #182.

Rikoon Group first reported a position in UPS in Q1 2018 and has held it in 13 quarters since. 1,963 funds tracked by Wall St. Rank hold UPS as of Q1 2021.

  • Rikoon Group held 2,072 shares of United Parcel Service worth $352K as of Q1 2021.
  • Rikoon Group left its United Parcel Service share count unchanged in Q1 2021.
  • United Parcel Service made up 0.09% of Rikoon Group's portfolio in Q1 2021, its #182 holding.
  • Rikoon Group first reported a position in United Parcel Service in Q1 2018 and has held it in 13 quarters since.
  • 1,963 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.