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Thor Advisors’s United Parcel Service UPS Stock Holding History

Thor 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
Q1 		$20K Buy
+218
New +$22.6K 1.05% 63
2019
Q4 		– Sell
-6,445
Closed -$772K – 231
2019
Q3 		$772K Buy
+6,445
New +$737K 0.88% 45

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thor Advisors's UPS Position: Q1 2020 in Review

Thor Advisors opened a new position in United Parcel Service (UPS) in Q1 2020: 218 shares worth $20K. The stake represents 1.05% of the portfolio and ranks #63 among its holdings. This is a return to the name: Thor Advisors previously reported a position in UPS as recently as Q3 2019.

Thor Advisors first reported a position in UPS in Q3 2019 and has held it in 2 quarters since. The position peaked at $772K in Q3 2019. 1,602 funds tracked by Wall St. Rank hold UPS as of Q1 2020.

  • Thor Advisors held 218 shares of United Parcel Service worth $20K as of Q1 2020.
  • United Parcel Service was a new Thor Advisors position in Q1 2020.
  • United Parcel Service made up 1.05% of Thor Advisors's portfolio in Q1 2020, its #63 holding.
  • Thor Advisors first reported a position in United Parcel Service in Q3 2019 and has held it in 2 quarters since.
  • Thor Advisors's United Parcel Service position peaked at $772K in Q3 2019.
  • 1,602 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2020.

Based on Thor Advisors's 13F filing for Q1 2020, filed 18 May 2020.