5L
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55I LLC’s United Parcel Service UPS Stock Holding History

55I LLC’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
2022
Q3 		$1.17M Buy
7,213
+3,915
+119% +$741K 0.03% 239
2022
Q2 		$602K Sell
3,298
-1,799
-35% -$328K 0.02% 328
2022
Q1 		$1.09M Sell
5,097
-43
-0.8% -$9.14K 0.03% 249
2021
Q4 		$1.1M Buy
+5,140
New +$1.05M 0.03% 236

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

55I LLC's UPS Position: Q3 2022 in Review

55I LLC increased its United Parcel Service (UPS) stake by 119% in Q3 2022, buying an estimated $741K and bringing the position to 7,213 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #239.

55I LLC first reported a position in UPS in Q4 2021 and has held it in 4 quarters since. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • 55I LLC held 7,213 shares of United Parcel Service worth $1.17M as of Q3 2022.
  • 55I LLC bought 3,915 United Parcel Service shares in Q3 2022, an estimated $741K.
  • United Parcel Service made up 0.03% of 55I LLC's portfolio in Q3 2022, its #239 holding.
  • 55I LLC first reported a position in United Parcel Service in Q4 2021 and has held it in 4 quarters since.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.