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SVA Wealth Management’s United Parcel Service UPS Stock Holding History

SVA Wealth Management’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 		$5.63M Buy
33,401
+266
+0.8% +$44.9K 0.49% 43
2020
Q3 		$5.52M Sell
33,135
-329
-1% -$47.9K 0.55% 43
2020
Q2 		$3.72M Buy
33,464
+355
+1% +$35.4K 0.4% 57
2020
Q1 		$3.09M Buy
33,109
+3,266
+11% +$338K 0.35% 53
2019
Q4 		$3.49M Sell
29,843
-228
-0.8% -$27K 0.32% 67
2019
Q3 		$3.6M Sell
30,071
-748
-2% -$85.5K 0.35% 62
2019
Q2 		$3.18M Sell
30,819
-2,851
-8% -$297K 0.31% 68
2019
Q1 		$3.76M Buy
33,670
+1,551
+5% +$164K 0.36% 63
2018
Q4 		$3.13M Buy
32,119
+822
+3% +$89.1K 0.35% 66
2018
Q3 		$3.65M Sell
31,297
-423
-1% -$49.8K 0.37% 63
2018
Q2 		$3.37M Buy
31,720
+3,045
+11% +$342K 0.36% 63
2018
Q1 		$3.44M Buy
28,675
+1,030
+4% +$119K 0.43% 66
2017
Q4 		$3.29M Sell
27,645
-1,030
-4% -$121K 0.39% 68
2017
Q3 		$3.44M Sell
28,675
-1,229
-4% -$140K 0.43% 66
2017
Q2 		$3.31M Sell
29,904
-2,214
-7% -$237K 0.43% 67
2017
Q1 		$3.45M Sell
32,118
-2,683
-8% -$293K 0.47% 63
2016
Q4 		$3.99M Buy
34,801
+2,314
+7% +$261K 0.59% 54
2016
Q3 		$3.55M Sell
32,487
-237
-0.7% -$25.9K 0.55% 59
2016
Q2 		$3.52M Sell
32,724
-20,441
-38% -$2.13M 0.57% 55
2016
Q1 		$5.61M Buy
53,165
+12,011
+29% +$1.17M 0.93% 32
2015
Q4 		$3.96M Buy
41,154
+2,179
+6% +$223K 0.69% 47
2015
Q3 		$3.85M Buy
38,975
+1,652
+4% +$163K 0.72% 47
2015
Q2 		$3.62M Buy
37,323
+667
+2% +$66.3K 0.67% 54
2015
Q1 		$3.55M Buy
36,656
+26,523
+262% +$2.72M 0.65% 57
2014
Q4 		$1.13M Buy
10,133
+992
+11% +$105K 0.41% 58
2014
Q3 		$898K Buy
9,141
+1,275
+16% +$127K 0.38% 63
2014
Q2 		$808K Buy
7,866
+376
+5% +$37.8K 0.35% 68
2014
Q1 		$729K Buy
7,490
+1,708
+30% +$166K 0.34% 68
2013
Q4 		$608K Buy
+5,782
New +$570K 0.36% 69

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

SVA Wealth Management's UPS Position: Q4 2020 in Review

SVA Wealth Management increased its United Parcel Service (UPS) stake by 0.8% in Q4 2020, buying an estimated $44.9K and bringing the position to 33,401 shares worth $5.63M. The position accounts for 0.49% of the portfolio, ranked #43.

SVA Wealth Management first reported a position in UPS in Q4 2013 and has held it in 29 quarters since. 1,940 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

  • SVA Wealth Management held 33,401 shares of United Parcel Service worth $5.63M as of Q4 2020.
  • SVA Wealth Management bought 266 United Parcel Service shares in Q4 2020, an estimated $44.9K.
  • United Parcel Service made up 0.49% of SVA Wealth Management's portfolio in Q4 2020, its #43 holding.
  • SVA Wealth Management first reported a position in United Parcel Service in Q4 2013 and has held it in 29 quarters since.
  • 1,940 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.