Strategic Investment Advisors’s United Parcel Service UPS Stock Holding History

Strategic 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
2020 Q4	–	Sell	-1,725	Closed	-$287K	–	213
2020 Q3	$287K	Sell	1,725 -1,856	-52%	-$270K	0.1%	143
2020 Q2	$398K	Buy	3,581 +337	+10%	+$33.6K	0.15%	106
2020 Q1	$303K	Buy	3,244 +460	+17%	+$47.7K	0.14%	114
2019 Q4	$326K	Sell	2,784 -523	-16%	-$61.9K	0.13%	124
2019 Q3	$396K	Buy	3,307 +254	+8%	+$29K	0.19%	84
2019 Q2	$315K	Buy	3,053 +390	+15%	+$40.6K	0.17%	95
2019 Q1	$298K	Buy	2,663 +412	+18%	+$43.7K	0.2%	87
2018 Q4	$220K	Buy	+2,251	New	+$244K	0.2%	101

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Strategic Investment Advisors's UPS Position: Q4 2020 in Review

Strategic Investment Advisors sold out of United Parcel Service (UPS) in Q4 2020, closing a stake of 1,725 shares — an estimated $287K sold.

Strategic Investment Advisors first reported a position in UPS in Q4 2018 and held it in 8 quarters. The position peaked at $398K in Q2 2020. 1,940 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

Strategic Investment Advisors reported no remaining United Parcel Service position as of Q4 2020 after selling out during the quarter.
Strategic Investment Advisors sold 1,725 United Parcel Service shares in Q4 2020, an estimated $287K.
Strategic Investment Advisors first reported a position in United Parcel Service in Q4 2018 and held it in 8 quarters.
Strategic Investment Advisors's United Parcel Service position peaked at $398K in Q2 2020.
1,940 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on Strategic Investment Advisors's 13F filing for Q4 2020, filed 13 Jan 2021.