Shine Investment Advisory Services’s United Parcel Service UPS Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$31K	Hold	184	–	–	0.01%	383
2020 Q2	$20K	Hold	184	–	–	0.01%	459
2020 Q1	$17K	Sell	184 -258	-58%	-$26.7K	0.01%	446
2019 Q4	$52K	Buy	442 +434	+5,425%	+$51.4K	0.02%	312
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	715
2019 Q2	$1K	Hold	8	–	–	﹤0.01%	679
2019 Q1	$1K	Buy	+8	New	+$848	﹤0.01%	689

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Shine Investment Advisory Services's UPS Position: Q3 2020 in Review

Shine Investment Advisory Services held its United Parcel Service (UPS) position steady in Q3 2020 at 184 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #383.

Shine Investment Advisory Services first reported a position in UPS in Q1 2019 and has held it in 7 quarters since. The position peaked at $52K in Q4 2019. 1,788 funds tracked by Wall St. Rank hold UPS as of Q3 2020.

Shine Investment Advisory Services held 184 shares of United Parcel Service worth $31K as of Q3 2020.
Shine Investment Advisory Services left its United Parcel Service share count unchanged in Q3 2020.
United Parcel Service made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #383 holding.
Shine Investment Advisory Services first reported a position in United Parcel Service in Q1 2019 and has held it in 7 quarters since.
Shine Investment Advisory Services's United Parcel Service position peaked at $52K in Q4 2019.
1,788 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.