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Smith & Howard Wealth Management’s United Parcel Service UPS Stock Holding History

Smith & Howard Wealth 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
2020
Q1 		– Sell
-1,782
Closed -$209K – 89
2019
Q4 		$209K Hold
1,782
– – 0.07% 87
2019
Q3 		$214K Buy
+1,782
New +$204K 0.09% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smith & Howard Wealth Management's UPS Position: Q1 2020 in Review

Smith & Howard Wealth Management sold out of United Parcel Service (UPS) in Q1 2020, closing a stake of 1,782 shares — an estimated $209K sold.

Smith & Howard Wealth Management first reported a position in UPS in Q3 2019 and held it in 2 quarters. The position peaked at $214K in Q3 2019. 1,602 funds tracked by Wall St. Rank hold UPS as of Q1 2020.

  • Smith & Howard Wealth Management reported no remaining United Parcel Service position as of Q1 2020 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 1,782 United Parcel Service shares in Q1 2020, an estimated $209K.
  • Smith & Howard Wealth Management first reported a position in United Parcel Service in Q3 2019 and held it in 2 quarters.
  • Smith & Howard Wealth Management's United Parcel Service position peaked at $214K in Q3 2019.
  • 1,602 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2020.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.