UPS - United Parcel Service Inc Stock Price, Fair Value and News
148.89USD+3.53 (+2.43%)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 | 67,218,700 | 10,568,800,000 | 0.23% |
| BlackRock Inc. | 54,284,800 | 8,535,200,000 | 0.22% |
| STATE STREET CORP | 28,198,200 | 4,433,600,000 | 0.22% |
| JPMORGAN CHASE & CO | 25,495,800 | 4,008,700,000 | 0.38% |
| WELLINGTON MANAGEMENT GROUP LLP | 18,152,900 | 2,854,180,000 | 0.53% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15,829,300 | 2,473,340,000 | 0.63% |
| 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% |
| S. R. Schill & Associates | 49,366,400 | 21.47% |
| Centric Wealth Management | 45,687,300 | 15.05% |
| Mayar Capital Ltd. | 17,981,500 | 14.60% |
| United Advisor Group, LLC | 11,593,000 | 13.95% |
| 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% |
| SOUTHERN CAPITAL ADVISORS, LLC | 15,119,800 | 10.74% |
Trend of No. of funds that hold UPS
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 100,176,000 |
| APPALOOSA LP | 78,615,000 |
| Twin Tree Management, LP | 31,541,800 |
| Degroof Petercam Asset Management | 18,993,400 |
| ExodusPoint Capital Management, LP | 14,240,000 |
| United Advisor Group, LLC | 11,593,000 |
| Investment Management Corp of Ontario | 10,861,800 |
| Colony Group, LLC | 9,823,000 |
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 |
| NORDEN GROUP LLC | 2,167 |
| Financial Synergies Wealth Advisors, Inc. | 1,933 |
| SteelPeak Wealth, LLC | 1,755 |
Reductions
| Fund Name | % Reduced |
|---|---|
| Belmont Capital, LLC | -99.86 |
| DAGCO, INC. | -99.83 |
| Capital Wealth Planning, LLC | -99.76 |
| EXCHANGE TRADED CONCEPTS, LLC | -99.27 |
| Penserra Capital Management LLC | -99.14 |
| True Wealth Design, LLC | -98.67 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | -98.67 |
| Investment Research & Advisory Group, Inc. | -98.52 |
Sold off
| Fund Name | $ Sold |
|---|---|
| Brandywine Global Investment Management, LLC | -61,486,400 |
| NATIXIS | -54,266,500 |
| Boston Partners | -51,828,000 |
| Osher Van de Voorde Investment Management | -17,315,300 |
| Stack Financial Management, Inc | -11,754,300 |
| SEGALL BRYANT & HAMILL, LLC | -11,077,700 |
| Quantitative Investment Management, LLC | -10,904,000 |
| MARTINGALE ASSET MANAGEMENT L P | -10,631,300 |