SFA
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Source Financial Advisors’s United Parcel Service UPS Stock Holding History

Source Financial Advisors’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
Q2 		– Sell
-2,803
Closed -$476K – 115
2021
Q1 		$476K Buy
2,803
+10
+0.4% +$1.62K 0.13% 74
2020
Q4 		$470K Buy
+2,793
New +$471K 0.13% 76

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Source Financial Advisors's UPS Position: Q2 2021 in Review

Source Financial Advisors sold out of United Parcel Service (UPS) in Q2 2021, closing a stake of 2,803 shares — an estimated $476K sold.

Source Financial Advisors first reported a position in UPS in Q4 2020 and held it in 2 quarters. The position peaked at $476K in Q1 2021. 2,009 funds tracked by Wall St. Rank hold UPS as of Q2 2021.

  • Source Financial Advisors reported no remaining United Parcel Service position as of Q2 2021 after selling out during the quarter.
  • Source Financial Advisors sold 2,803 United Parcel Service shares in Q2 2021, an estimated $476K.
  • Source Financial Advisors first reported a position in United Parcel Service in Q4 2020 and held it in 2 quarters.
  • Source Financial Advisors's United Parcel Service position peaked at $476K in Q1 2021.
  • 2,009 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2021.

Based on Source Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.