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Stevard LLC’s United Parcel Service UPS Stock Holding History

Stevard LLC’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
Q4 		– Sell
-3,905
Closed -$651K – 154
2020
Q3 		$651K Sell
3,905
-1,110
-22% -$162K 0.27% 52
2020
Q2 		$558K Buy
+5,015
New +$501K 0.29% 55

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stevard LLC's UPS Position: Q4 2020 in Review

Stevard LLC sold out of United Parcel Service (UPS) in Q4 2020, closing a stake of 3,905 shares — an estimated $651K sold.

Stevard LLC first reported a position in UPS in Q2 2020 and held it in 2 quarters. The position peaked at $651K in Q3 2020. 1,940 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

  • Stevard LLC reported no remaining United Parcel Service position as of Q4 2020 after selling out during the quarter.
  • Stevard LLC sold 3,905 United Parcel Service shares in Q4 2020, an estimated $651K.
  • Stevard LLC first reported a position in United Parcel Service in Q2 2020 and held it in 2 quarters.
  • Stevard LLC's United Parcel Service position peaked at $651K in Q3 2020.
  • 1,940 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on Stevard LLC's 13F filing for Q4 2020, filed 12 Feb 2021.