VFPI
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Vantage Financial Partners (Illinois)’s United Parcel Service UPS Stock Holding History

Vantage Financial Partners (Illinois)’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
-5,500
Closed -$916K – 84
2020
Q3 		$916K Hold
5,500
– – 0.56% 35
2020
Q2 		$611K Buy
5,500
+100
+2% +$9.98K 0.38% 37
2020
Q1 		$504K Hold
5,400
– – 0.36% 39
2019
Q4 		$632K Buy
+5,400
New +$639K 0.37% 38

Other funds holding UPS

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s UPS Position: Q4 2020 in Review

Vantage Financial Partners (Illinois) sold out of United Parcel Service (UPS) in Q4 2020, closing a stake of 5,500 shares — an estimated $916K sold.

Vantage Financial Partners (Illinois) first reported a position in UPS in Q4 2019 and held it in 4 quarters. The position peaked at $916K in Q3 2020. 1,942 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

  • Vantage Financial Partners (Illinois) reported no remaining United Parcel Service position as of Q4 2020 after selling out during the quarter.
  • Vantage Financial Partners (Illinois) sold 5,500 United Parcel Service shares in Q4 2020, an estimated $916K.
  • Vantage Financial Partners (Illinois) first reported a position in United Parcel Service in Q4 2019 and held it in 4 quarters.
  • Vantage Financial Partners (Illinois)'s United Parcel Service position peaked at $916K in Q3 2020.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q4 2020, filed 5 Feb 2021.