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Secrest Blakey & Associates’s United Parcel Service UPS Stock Holding History

Secrest Blakey & Associates’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
2019
Q4 		– Sell
-4,000
Closed -$479K – 128
2019
Q3 		$479K Buy
+4,000
New +$457K 0.4% 69

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Secrest Blakey & Associates's UPS Position: Q3 2020 in Review

Secrest Blakey & Associates reduced its United Parcel Service (UPS) stake by 2.4% in Q3 2020, selling an estimated $30.3K and leaving 8,513 shares worth $1.42M. The position accounts for 3.24% of the portfolio, ranked #10.

Secrest Blakey & Associates first reported a position in UPS in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.68M in Q3 2018. 1,788 funds tracked by Wall St. Rank hold UPS as of Q3 2020.

  • Secrest Blakey & Associates held 8,513 shares of United Parcel Service worth $1.42M as of Q3 2020.
  • Secrest Blakey & Associates sold 208 United Parcel Service shares in Q3 2020, an estimated $30.3K.
  • United Parcel Service made up 3.24% of Secrest Blakey & Associates's portfolio in Q3 2020, its #10 holding.
  • Secrest Blakey & Associates first reported a position in United Parcel Service in Q4 2017 and has held it in 12 quarters since.
  • Secrest Blakey & Associates's United Parcel Service position peaked at $1.68M in Q3 2018.
  • 1,788 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2020.

Based on Secrest Blakey & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.