TrueWealth LLC’s United Parcel Service UPS Stock Holding History

TrueWealth LLC’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	$1.44M	Sell	12,976 -99	-0.8%	-$9.88K	0.61%	30
2020 Q1	$1.22M	Buy	13,075 +138	+1%	+$14.3K	0.59%	32
2019 Q4	$1.51M	Sell	12,937 -337	-3%	-$39.9K	0.61%	29
2019 Q3	$1.59M	Sell	13,274 -139	-1%	-$15.9K	0.69%	26
2019 Q2	$1.39M	Sell	13,413 -1,338	-9%	-$139K	0.62%	26
2019 Q1	$1.65M	Hold	14,751	–	–	0.76%	23
2018 Q4	$1.44M	Sell	14,751 -446	-3%	-$48.4K	0.73%	23
2018 Q3	$1.77M	Sell	15,197 -476	-3%	-$56K	0.81%	18
2018 Q2	$1.67M	Buy	15,673 +138	+0.9%	+$15.5K	0.79%	17
2018 Q1	$1.63M	Sell	15,535 -222	-1%	-$25.7K	0.82%	18
2017 Q4	$1.88M	Buy	+15,757	New	+$1.85M	0.88%	17

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

TrueWealth LLC's UPS Position: Q2 2020 in Review

TrueWealth LLC reduced its United Parcel Service (UPS) stake by 0.76% in Q2 2020, selling an estimated $9.88K and leaving 12,976 shares worth $1.44M. The position accounts for 0.61% of the portfolio, ranked #30.

TrueWealth LLC first reported a position in UPS in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.88M in Q4 2017. 1,633 funds tracked by Wall St. Rank hold UPS as of Q2 2020.

TrueWealth LLC held 12,976 shares of United Parcel Service worth $1.44M as of Q2 2020.
TrueWealth LLC sold 99 United Parcel Service shares in Q2 2020, an estimated $9.88K.
United Parcel Service made up 0.61% of TrueWealth LLC's portfolio in Q2 2020, its #30 holding.
TrueWealth LLC first reported a position in United Parcel Service in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's United Parcel Service position peaked at $1.88M in Q4 2017.
1,633 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.