Stewardship Financial Advisors’s United Parcel Service UPS Stock Holding History

Stewardship 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 Q1	$331K	Sell	1,946 -65	-3%	-$10.5K	0.12%	46
2020 Q4	$339K	Hold	2,011	–	–	0.12%	45
2020 Q3	$335K	Hold	2,011	–	–	0.14%	41
2020 Q2	$224K	Buy	+2,011	New	+$201K	0.1%	50
2020 Q1	–	Sell	-2,193	Closed	-$257K	–	84
2019 Q4	$257K	Hold	2,193	–	–	0.09%	47
2019 Q3	$263K	Hold	2,193	–	–	0.11%	45
2019 Q2	$226K	Hold	2,193	–	–	0.1%	49
2019 Q1	$245K	Sell	2,193 -25	-1%	-$2.65K	0.11%	42
2018 Q4	$216K	Buy	2,218 +25	+1%	+$2.71K	0.11%	42
2018 Q3	$256K	Hold	2,193	–	–	0.12%	44
2018 Q2	$233K	Sell	2,193 -180	-8%	-$20.2K	0.12%	45
2018 Q1	$248K	Buy	+2,373	New	+$274K	0.12%	44

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Stewardship Financial Advisors's UPS Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its United Parcel Service (UPS) stake by 3.2% in Q1 2021, selling an estimated $10.5K and leaving 1,946 shares worth $331K. The position accounts for 0.12% of the portfolio, ranked #46.

Stewardship Financial Advisors first reported a position in UPS in Q1 2018 and has held it in 12 quarters since. The position peaked at $339K in Q4 2020. 1,962 funds tracked by Wall St. Rank hold UPS as of Q1 2021.

Stewardship Financial Advisors held 1,946 shares of United Parcel Service worth $331K as of Q1 2021.
Stewardship Financial Advisors sold 65 United Parcel Service shares in Q1 2021, an estimated $10.5K.
United Parcel Service made up 0.12% of Stewardship Financial Advisors's portfolio in Q1 2021, its #46 holding.
Stewardship Financial Advisors first reported a position in United Parcel Service in Q1 2018 and has held it in 12 quarters since.
Stewardship Financial Advisors's United Parcel Service position peaked at $339K in Q4 2020.
1,962 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.