SFPIA
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Stevens First Principles Investment Advisors’s United Parcel Service UPS Stock Holding History

Stevens First Principles Investment 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
2019
Q2 		$10K Hold
100
– – 0.01% 122
2019
Q1 		$11K Buy
+100
New +$10.6K 0.01% 127
2015
Q1 		– Sell
-800
Closed -$89K – 230
2014
Q4 		$89K Buy
+800
New +$84.4K 0.06% 112

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Stevens First Principles Investment Advisors's UPS Position: Q2 2019 in Review

Stevens First Principles Investment Advisors held its United Parcel Service (UPS) position steady in Q2 2019 at 100 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #122.

Stevens First Principles Investment Advisors first reported a position in UPS in Q4 2014 and has held it in 3 quarters since. The position peaked at $89K in Q4 2014. 1,467 funds tracked by Wall St. Rank hold UPS as of Q2 2019.

  • Stevens First Principles Investment Advisors held 100 shares of United Parcel Service worth $10K as of Q2 2019.
  • Stevens First Principles Investment Advisors left its United Parcel Service share count unchanged in Q2 2019.
  • United Parcel Service made up 0.01% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #122 holding.
  • Stevens First Principles Investment Advisors first reported a position in United Parcel Service in Q4 2014 and has held it in 3 quarters since.
  • Stevens First Principles Investment Advisors's United Parcel Service position peaked at $89K in Q4 2014.
  • 1,467 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.