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

Wisconsin 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
2021 Q1	–	Sell	-1,495	Closed	-$252K	–	61
2020 Q4	$252K	Buy	+1,495	New	+$252K	0.1%	52
2014 Q4	$4.34M	Buy	39,055 +4,100	+12%	+$433K	1.54%	26
2014 Q3	$3.44M	Buy	34,955 +705	+2%	+$70.1K	1.27%	32
2014 Q2	$3.52M	Sell	34,250 -1,165	-3%	-$117K	1.29%	33
2014 Q1	$3.45M	Buy	35,415 +1,025	+3%	+$99.9K	1.33%	33
2013 Q4	$3.61M	Buy	34,390 +945	+3%	+$93.1K	1.42%	31
2013 Q3	$3.06M	Buy	33,445 +1,820	+6%	+$160K	1.3%	35
2013 Q2	$2.73M	Buy	+31,625	New	+$2.71M	1.16%	42

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wisconsin Capital Management's UPS Position: Q1 2021 in Review

Wisconsin Capital Management sold out of United Parcel Service (UPS) in Q1 2021, closing a stake of 1,495 shares — an estimated $252K sold.

Wisconsin Capital Management first reported a position in UPS in Q2 2013 and held it in 8 quarters. The position peaked at $4.34M in Q4 2014. 1,962 funds tracked by Wall St. Rank hold UPS as of Q1 2021.

Wisconsin Capital Management reported no remaining United Parcel Service position as of Q1 2021 after selling out during the quarter.
Wisconsin Capital Management sold 1,495 United Parcel Service shares in Q1 2021, an estimated $252K.
Wisconsin Capital Management first reported a position in United Parcel Service in Q2 2013 and held it in 8 quarters.
Wisconsin Capital Management's United Parcel Service position peaked at $4.34M in Q4 2014.
1,962 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2021.

Based on Wisconsin Capital Management's 13F filing for Q1 2021, filed 3 May 2021.