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Santori & Peters Inc’s United Parcel Service UPS Stock Holding History

Santori & Peters Inc’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 		– Sell
-1,639
Closed -$259K – 80
2020
Q4 		$259K Sell
1,639
-772
-32% -$130K 0.15% 67
2020
Q3 		$401K Buy
+2,411
New +$351K 0.27% 46
2018
Q1 		– Sell
-99
Closed -$10K – 507
2017
Q4 		$10K Buy
+99
New +$11.6K 0.01% 310

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

Santori & Peters Inc's UPS Position: Q1 2021 in Review

Santori & Peters Inc sold out of United Parcel Service (UPS) in Q1 2021, closing a stake of 1,639 shares — an estimated $259K sold.

Santori & Peters Inc first reported a position in UPS in Q4 2017 and held it in 3 quarters. The position peaked at $401K in Q3 2020. 1,962 funds tracked by Wall St. Rank hold UPS as of Q1 2021.

  • Santori & Peters Inc reported no remaining United Parcel Service position as of Q1 2021 after selling out during the quarter.
  • Santori & Peters Inc sold 1,639 United Parcel Service shares in Q1 2021, an estimated $259K.
  • Santori & Peters Inc first reported a position in United Parcel Service in Q4 2017 and held it in 3 quarters.
  • Santori & Peters Inc's United Parcel Service position peaked at $401K in Q3 2020.
  • 1,962 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2021.

Based on Santori & Peters Inc's 13F filing for Q1 2021, filed 28 Apr 2021.