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Wealthspire Advisors (Maryland)’s United Parcel Service UPS Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$1.13M Sell
6,790
-1,626
-19% -$237K 0.04% 182
2020
Q2 		$936K Buy
8,416
+799
+10% +$79.8K 0.07% 170
2020
Q1 		$712K Sell
7,617
-1,390
-15% -$144K 0.06% 190
2019
Q4 		$1.05M Buy
9,007
+906
+11% +$107K 0.07% 160
2019
Q3 		$971K Buy
8,101
+36
+0.4% +$4.12K 0.07% 154
2019
Q2 		$833K Buy
8,065
+59
+0.7% +$6.14K 0.06% 158
2019
Q1 		$895K Buy
8,006
+180
+2% +$19.1K 0.07% 149
2018
Q4 		$763K Buy
7,826
+383
+5% +$41.5K 0.07% 151
2018
Q3 		$869K Sell
7,443
-129
-2% -$15.2K 0.07% 160
2018
Q2 		$804K Sell
7,572
-1,106
-13% -$124K 0.07% 159
2018
Q1 		$908K Buy
8,678
+797
+10% +$92.1K 0.09% 142
2017
Q4 		$939K Buy
7,881
+1,421
+22% +$167K 0.09% 142
2017
Q3 		$776K Buy
6,460
+84
+1% +$9.55K 0.08% 156
2017
Q2 		$705K Sell
6,376
-143
-2% -$15.3K 0.08% 161
2017
Q1 		$699K Sell
6,519
-151
-2% -$16.5K 0.1% 133
2016
Q4 		$765K Sell
6,670
-5
-0.1% -$563 0.11% 119
2016
Q3 		$730K Sell
6,675
-21
-0.3% -$2.29K 0.11% 125
2016
Q2 		$721K Sell
6,696
-198
-3% -$20.6K 0.12% 127
2016
Q1 		$727K Sell
6,894
-931
-12% -$90.5K 0.13% 116
2015
Q4 		$753K Buy
+7,825
New +$799K 0.14% 110

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UPS Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its United Parcel Service (UPS) stake by 19% in Q3 2020, selling an estimated $237K and leaving 6,790 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #182.

Wealthspire Advisors (Maryland) first reported a position in UPS in Q4 2015 and has held it in 20 quarters since. 1,787 funds tracked by Wall St. Rank hold UPS as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 6,790 shares of United Parcel Service worth $1.13M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 1,626 United Parcel Service shares in Q3 2020, an estimated $237K.
  • United Parcel Service made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #182 holding.
  • Wealthspire Advisors (Maryland) first reported a position in United Parcel Service in Q4 2015 and has held it in 20 quarters since.
  • 1,787 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.