Tradition Asset Management’s United Parcel Service UPS Stock Holding History

Tradition Asset 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 Q2	$1.56M	Sell	14,029 -50	-0.4%	-$4.99K	0.45%	72
2020 Q1	$1.31M	Buy	14,079 +75	+0.5%	+$7.77K	0.44%	72
2019 Q4	$1.64M	Sell	14,004 -137	-1%	-$16.2K	0.4%	80
2019 Q3	$1.69M	Sell	14,141 -18,671	-57%	-$2.13M	0.44%	78
2019 Q2	$3.39M	Buy	+32,812	New	+$3.41M	0.88%	41

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Tradition Asset Management's UPS Position: Q2 2020 in Review

Tradition Asset Management reduced its United Parcel Service (UPS) stake by 0.36% in Q2 2020, selling an estimated $4.99K and leaving 14,029 shares worth $1.56M. The position accounts for 0.45% of the portfolio, ranked #72.

Tradition Asset Management first reported a position in UPS in Q2 2019 and has held it in 5 quarters since. The position peaked at $3.39M in Q2 2019. 1,632 funds tracked by Wall St. Rank hold UPS as of Q2 2020.

Tradition Asset Management held 14,029 shares of United Parcel Service worth $1.56M as of Q2 2020.
Tradition Asset Management sold 50 United Parcel Service shares in Q2 2020, an estimated $4.99K.
United Parcel Service made up 0.45% of Tradition Asset Management's portfolio in Q2 2020, its #72 holding.
Tradition Asset Management first reported a position in United Parcel Service in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's United Parcel Service position peaked at $3.39M in Q2 2019.
1,632 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.