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Winslow Evans & Crocker’s United Parcel Service UPS Stock Holding History

Winslow Evans & Crocker’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 		$54K Hold
316
– – 0.01% 579
2020
Q3 		$52K Sell
316
-27
-8% -$3.93K 0.01% 455
2020
Q2 		$38K Sell
343
-1
-0.3% -$100 0.01% 507
2020
Q1 		$34K Hold
344
– – 0.01% 497
2019
Q4 		$42K Hold
344
– – 0.01% 533
2019
Q3 		$42K Hold
344
– – 0.01% 529
2019
Q2 		$38K Sell
344
-204
-37% -$21.2K 0.01% 572
2019
Q1 		$64K Sell
548
-96
-15% -$10.2K 0.02% 453
2018
Q4 		$64K Hold
644
– – 0.02% 424
2018
Q3 		$76K Sell
644
-600
-48% -$70.6K 0.02% 421
2018
Q2 		$134K Hold
1,244
– – 0.04% 321
2018
Q1 		$130K Hold
1,244
– – 0.04% 311
2017
Q4 		$148K Hold
1,244
– – 0.05% 304
2017
Q3 		$149K Buy
1,244
+1
+0.1% +$114 0.05% 292
2017
Q2 		$137K Buy
1,243
+899
+261% +$96.1K 0.04% 375
2017
Q1 		$36.8K Hold
344
– – 0.01% 604
2016
Q4 		$39.3K Hold
344
– – 0.01% 586
2016
Q3 		$37.5K Hold
344
– – 0.01% 603
2016
Q2 		$36.9K Buy
344
+1
+0.3% +$104 0.01% 582
2016
Q1 		$36.2K Sell
343
-1
-0.3% -$97 0.01% 570
2015
Q4 		$33K Hold
344
– – 0.01% 624
2015
Q3 		$33.9K Hold
344
– – 0.01% 582
2015
Q2 		$33.2K Hold
344
– – 0.01% 640
2015
Q1 		$33.3K Hold
344
– – 0.01% 621
2014
Q4 		$38.1K Sell
344
-216
-39% -$22.8K 0.01% 588
2014
Q3 		$55K Buy
560
+217
+63% +$21.6K 0.02% 533
2014
Q2 		$35.2K Hold
343
– – 0.01% 560
2014
Q1 		$33.4K Sell
343
-19
-5% -$1.85K 0.01% 566
2013
Q4 		$38K Buy
+362
New +$35.7K 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
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

Winslow Evans & Crocker's UPS Position: Q4 2020 in Review

Winslow Evans & Crocker held its United Parcel Service (UPS) position steady in Q4 2020 at 316 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #579.

Winslow Evans & Crocker first reported a position in UPS in Q4 2013 and has held it in 29 quarters since. The position peaked at $149K in Q3 2017. 1,940 funds tracked by Wall St. Rank hold UPS as of Q4 2020.

  • Winslow Evans & Crocker held 316 shares of United Parcel Service worth $54K as of Q4 2020.
  • Winslow Evans & Crocker left its United Parcel Service share count unchanged in Q4 2020.
  • United Parcel Service made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #579 holding.
  • Winslow Evans & Crocker first reported a position in United Parcel Service in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's United Parcel Service position peaked at $149K in Q3 2017.
  • 1,940 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.