SFG
UPS icon

Sowa Financial Group’s United Parcel Service UPS Stock Holding History

Sowa Financial Group’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 		– Sell
-37
Closed -$4K – 337
2020
Q2 		$4K Hold
37
– – ﹤0.01% 286
2020
Q1 		$3K Sell
37
-30
-45% -$3.11K ﹤0.01% 297
2019
Q4 		$8K Buy
+67
New +$7.93K 0.01% 234

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

Sowa Financial Group's UPS Position: Q3 2020 in Review

Sowa Financial Group sold out of United Parcel Service (UPS) in Q3 2020, closing a stake of 37 shares — an estimated $4K sold.

Sowa Financial Group first reported a position in UPS in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 1,787 funds tracked by Wall St. Rank hold UPS as of Q3 2020.

  • Sowa Financial Group reported no remaining United Parcel Service position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 37 United Parcel Service shares in Q3 2020, an estimated $4K.
  • Sowa Financial Group first reported a position in United Parcel Service in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's United Parcel Service position peaked at $8K in Q4 2019.
  • 1,787 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.