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WealthStone’s United Parcel Service UPS Stock Holding History

WealthStone’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
2021
Q1 		$479K Buy
2,821
+150
+6% +$24.3K 0.17% 93
2020
Q4 		$450K Buy
2,671
+93
+4% +$15.7K 0.16% 91
2020
Q3 		$430K Sell
2,578
-5,636
-69% -$821K 0.2% 73
2020
Q2 		$913K Buy
+8,214
New +$820K 0.44% 31
2019
Q3 		– Sell
-17
Closed -$1.75K – 577
2019
Q2 		$1.75K Buy
+17
New +$1.77K ﹤0.01% 558

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WealthStone's UPS Position: Q1 2021 in Review

WealthStone increased its United Parcel Service (UPS) stake by 5.6% in Q1 2021, buying an estimated $24.3K and bringing the position to 2,821 shares worth $479K. The position accounts for 0.17% of the portfolio, ranked #93.

WealthStone first reported a position in UPS in Q2 2019 and has held it in 5 quarters since. The position peaked at $913K in Q2 2020. 1,962 funds tracked by Wall St. Rank hold UPS as of Q1 2021.

  • WealthStone held 2,821 shares of United Parcel Service worth $479K as of Q1 2021.
  • WealthStone bought 150 United Parcel Service shares in Q1 2021, an estimated $24.3K.
  • United Parcel Service made up 0.17% of WealthStone's portfolio in Q1 2021, its #93 holding.
  • WealthStone first reported a position in United Parcel Service in Q2 2019 and has held it in 5 quarters since.
  • WealthStone's United Parcel Service position peaked at $913K in Q2 2020.
  • 1,962 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.