Squar Milner Financial Services’s United Parcel Service UPS Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-61	Closed	-$5K	–	689
2020 Q1	$5K	Hold	61	–	–	﹤0.01%	603
2019 Q4	$7K	Buy	+61	New	+$7.22K	﹤0.01%	616
2019 Q3	–	Sell	-176	Closed	-$18K	–	685
2019 Q2	$18K	Sell	176 -300	-63%	-$31.2K	0.01%	468
2019 Q1	$53K	Hold	476	–	–	0.04%	314
2018 Q4	$46K	Hold	476	–	–	0.04%	300
2018 Q3	$56K	Sell	476 -1,025	-68%	-$121K	0.05%	291
2018 Q2	$159K	Buy	+1,501	New	+$169K	0.14%	190

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

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

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

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

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

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

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

Squar Milner Financial Services's UPS Position: Q2 2020 in Review

Squar Milner Financial Services sold out of United Parcel Service (UPS) in Q2 2020, closing a stake of 61 shares — an estimated $5K sold.

Squar Milner Financial Services first reported a position in UPS in Q2 2018 and held it in 7 quarters. The position peaked at $159K in Q2 2018. 1,633 funds tracked by Wall St. Rank hold UPS as of Q2 2020.

Squar Milner Financial Services reported no remaining United Parcel Service position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 61 United Parcel Service shares in Q2 2020, an estimated $5K.
Squar Milner Financial Services first reported a position in United Parcel Service in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's United Parcel Service position peaked at $159K in Q2 2018.
1,633 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.