UPS - United Parcel Service Inc Stock Price, Fair Value and News
147.37USD-0.69 (-0.47%)Market Closed
Which funds bought or sold UPS recently?
Which funds are the top buyers of UPS?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| VANGUARD GROUP INC | 63,456,100 | 9,431,490,000 | 0.19% |
| BlackRock Inc. | 54,434,200 | 8,090,560,000 | 0.19% |
| STATE STREET CORP | 28,198,200 | 4,433,600,000 | 0.22% |
| JPMORGAN CHASE & CO | 25,936,300 | 3,854,910,000 | 0.33% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19,091,300 | 2,819,340,000 | 0.65% |
| WELLINGTON MANAGEMENT GROUP LLP | 18,152,900 | 2,854,180,000 | 0.53% |
| GEODE CAPITAL MANAGEMENT, LLC | 14,139,800 | 2,217,680,000 | 0.23% |
| BANK OF AMERICA CORP /DE/ | 12,837,800 | 2,018,480,000 | 0.20% |
| FMR LLC | 9,695,440 | 1,524,410,000 | 0.12% |
| FRANKLIN RESOURCES INC | 9,607,060 | 1,510,520,000 | 0.71% |
Which funds have put a big percent of portfolio in UPS?
| Fund Name | $ Value | % Port. |
|---|---|---|
| Capital CS Group, LLC | 49,592,100 | 47.17% |
| Biltmore Capital Advisors LLC | 160,530,000 | 26.80% |
| SPIREPOINT PRIVATE CLIENT, LLC | 160,787,000 | 24.49% |
| S. R. Schill & Associates | 49,366,400 | 21.47% |
| Centric Wealth Management | 52,587,000 | 16.72% |
| United Advisor Group, LLC | 11,593,000 | 13.95% |
| Mayar Capital Ltd. | 14,708,600 | 12.57% |
| Westshore Wealth, LLC | 25,946,700 | 11.97% |
| CFO4Life, L.P. | 55,502,600 | 11.80% |
| FineMark National Bank & Trust | 272,109,000 | 11.13% |
Trend of No. of funds that hold UPS
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| SPIREPOINT PRIVATE CLIENT, LLC | 160,787,000 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 100,176,000 |
| APPALOOSA LP | 78,615,000 |
| ExodusPoint Capital Management, LP | 14,240,000 |
| Mediolanum International Funds Ltd | 13,553,800 |
| SpiderRock Advisors, LLC | 11,951,400 |
| United Advisor Group, LLC | 11,593,000 |
| Investment Management Corp of Ontario | 10,861,800 |
Additions
| Fund Name | % Increased |
|---|---|
| IBEX WEALTH ADVISORS | 205,245 |
| AMERICAN NATIONAL BANK | 26,566 |
| Spartan Planning & Wealth Management | 19,700 |
| State of Wyoming | 11,400 |
| Walleye Trading LLC | 3,863 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 2,500 |
| Financial Synergies Wealth Advisors, Inc. | 1,933 |
| SteelPeak Wealth, LLC | 1,755 |
Reductions
| Fund Name | % Reduced |
|---|---|
| DAGCO, INC. | -99.83 |
| EXCHANGE TRADED CONCEPTS, LLC | -99.27 |
| Penserra Capital Management LLC | -99.14 |
| CAMBIAR INVESTORS LLC | -99.08 |
| True Wealth Design, LLC | -98.67 |
| Investment Research & Advisory Group, Inc. | -98.52 |
| Schonfeld Strategic Advisors LLC | -98.22 |
| Rakuten Securities, Inc. | -98.14 |
Sold off
| Fund Name | $ Sold |
|---|---|
| Osher Van de Voorde Investment Management | -17,315,300 |
| Verity & Verity, LLC | -15,759,300 |
| SEGALL BRYANT & HAMILL, LLC | -11,077,700 |
| Eagle Ridge Investment Management | -8,770,450 |
| Weiss Multi-Strategy Advisers LLC | -6,854,000 |
| Eastover Investment Advisors LLC | -5,962,480 |
| Granite Bay Wealth Management, LLC | -5,715,000 |
| Ascent Wealth Partners, LLC | -5,071,920 |