WCM
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Weld Capital Management’s United Parcel Service UPS Stock Holding History

Weld Capital 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
Q4 		– Sell
-1,198
Closed -$200K – 693
2020
Q3 		$200K Sell
1,198
-4,034
-77% -$587K 0.08% 391
2020
Q2 		$582K Buy
5,232
+570
+12% +$56.9K 0.23% 156
2020
Q1 		$436K Buy
+4,662
New +$483K 0.22% 163

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Weld Capital Management's UPS Position: Q4 2020 in Review

Weld Capital Management sold out of United Parcel Service (UPS) in Q4 2020, closing a stake of 1,198 shares — an estimated $200K sold.

Weld Capital Management first reported a position in UPS in Q1 2020 and held it in 3 quarters. The position peaked at $582K in Q2 2020. 1,940 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

  • Weld Capital Management reported no remaining United Parcel Service position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 1,198 United Parcel Service shares in Q4 2020, an estimated $200K.
  • Weld Capital Management first reported a position in United Parcel Service in Q1 2020 and held it in 3 quarters.
  • Weld Capital Management's United Parcel Service position peaked at $582K in Q2 2020.
  • 1,940 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.