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WP Advisors’s United Parcel Service UPS Stock Holding History

WP Advisors’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
Q2 		– Sell
-516
Closed -$577 – 151
2019
Q1 		$577 Buy
+516
New +$54.7K 0.06% 111
2018
Q4 		– Sell
-508
Closed -$59K – 222
2018
Q3 		$59K Sell
508
-97
-16% -$11.4K 0.05% 115
2018
Q2 		$64K Buy
+605
New +$68K 0.06% 112

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

WP Advisors's UPS Position: Q2 2019 in Review

WP Advisors sold out of United Parcel Service (UPS) in Q2 2019, closing a stake of 516 shares — an estimated $577 sold.

WP Advisors first reported a position in UPS in Q2 2018 and held it in 3 quarters. The position peaked at $64K in Q2 2018. 1,467 funds tracked by Wall St. Rank hold UPS as of Q2 2019.

  • WP Advisors reported no remaining United Parcel Service position as of Q2 2019 after selling out during the quarter.
  • WP Advisors sold 516 United Parcel Service shares in Q2 2019, an estimated $577.
  • WP Advisors first reported a position in United Parcel Service in Q2 2018 and held it in 3 quarters.
  • WP Advisors's United Parcel Service position peaked at $64K in Q2 2018.
  • 1,467 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.