Whitener Capital Management’s United Parcel Service UPS Stock Holding History

Whitener 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
2019 Q4	–	Sell	-407	Closed	-$48K	–	409
2019 Q3	$48K	Buy	407 +47	+13%	+$5.37K	0.03%	230
2019 Q2	$37K	Buy	360 +10	+3%	+$1.04K	0.02%	247
2019 Q1	$39K	Buy	350 +150	+75%	+$15.9K	0.03%	237
2018 Q4	$19K	Hold	200	–	–	0.01%	266
2018 Q3	$23K	Buy	+200	New	+$23.5K	0.02%	270
2018 Q2	–	Sell	-200	Closed	-$20K	–	382
2018 Q1	$20K	Sell	200 -200	-50%	-$23.1K	0.02%	278
2017 Q4	$47K	Buy	+400	New	+$47K	0.04%	190

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 World Investors Los Angeles, California $733B AUM 35.63% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Whitener Capital Management's UPS Position: Q4 2019 in Review

Whitener Capital Management sold out of United Parcel Service (UPS) in Q4 2019, closing a stake of 407 shares — an estimated $48K sold.

Whitener Capital Management first reported a position in UPS in Q4 2017 and held it in 7 quarters. The position peaked at $48K in Q3 2019. 1,624 funds tracked by Wall St. Rank hold UPS as of Q4 2019.

Whitener Capital Management reported no remaining United Parcel Service position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 407 United Parcel Service shares in Q4 2019, an estimated $48K.
Whitener Capital Management first reported a position in United Parcel Service in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's United Parcel Service position peaked at $48K in Q3 2019.
1,624 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.