Advisor Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5.04M | Buy |
27,601
+539
| +2% | +$98.3K | 0.35% | 51 |
|
|
2022
Q1 | $5.8M | Buy |
27,062
+1,982
| +8% | +$421K | 0.36% | 48 |
|
|
2021
Q4 | $5.38M | Sell |
25,080
-101
| -0.4% | -$20.5K | 0.32% | 55 |
|
|
2021
Q3 | $4.58M | Sell |
25,181
-996
| -4% | -$197K | 0.31% | 61 |
|
|
2021
Q2 | $5.44M | Buy |
26,177
+431
| +2% | +$86.2K | 0.36% | 54 |
|
|
2021
Q1 | $4.38M | Sell |
25,746
-702
| -3% | -$114K | 0.31% | 61 |
|
|
2020
Q4 | $4.45M | Buy |
26,448
+1,442
| +6% | +$243K | 0.33% | 57 |
|
|
2020
Q3 | $4.17M | Buy |
25,006
+410
| +2% | +$59.7K | 0.36% | 55 |
|
|
2020
Q2 | $2.73M | Buy |
24,596
+3,264
| +15% | +$326K | 0.25% | 72 |
|
|
2020
Q1 | $1.99M | Buy |
21,332
+6,226
| +41% | +$645K | 0.24% | 88 |
|
|
2019
Q4 | $1.78M | Buy |
15,106
+1,102
| +8% | +$130K | 0.18% | 125 |
|
|
2019
Q3 | $1.68M | Buy |
14,004
+3,544
| +34% | +$405K | 0.2% | 109 |
|
|
2019
Q2 | $1.08M | Sell |
10,460
-544
| -5% | -$56.6K | 0.13% | 153 |
|
|
2019
Q1 | $1.23M | Buy |
11,004
+206
| +2% | +$21.8K | 0.16% | 131 |
|
|
2018
Q4 | $1.05M | Sell |
10,798
-4,161
| -28% | -$451K | 0.17% | 131 |
|
|
2018
Q3 | $1.75M | Buy |
14,959
+808
| +6% | +$95.1K | 0.24% | 79 |
|
|
2018
Q2 | $1.5M | Buy |
14,151
+2,512
| +22% | +$282K | 0.25% | 84 |
|
|
2018
Q1 | $1.22M | Sell |
11,639
-1,473
| -11% | -$170K | 0.23% | 102 |
|
|
2017
Q4 | $1.75M | Buy |
13,112
+1,085
| +9% | +$128K | 0.31% | 69 |
|
|
2017
Q3 | $1.44M | Buy |
12,027
+290
| +2% | +$33K | 0.28% | 72 |
|
|
2017
Q2 | $1.3M | Buy |
11,737
+1,089
| +10% | +$116K | 0.3% | 81 |
|
|
2017
Q1 | $1.14M | Sell |
10,648
-1,681
| -14% | -$184K | 0.3% | 83 |
|
|
2016
Q4 | $1.41M | Buy |
12,329
+727
| +6% | +$81.9K | 0.43% | 54 |
|
|
2016
Q3 | $1.27M | Buy |
11,602
+234
| +2% | +$25.6K | 0.42% | 58 |
|
|
2016
Q2 | $1.23M | Buy |
11,368
+213
| +2% | +$22.2K | 0.43% | 55 |
|
|
2016
Q1 | $1.18M | Sell |
11,155
-3,752
| -25% | -$365K | 0.44% | 55 |
|
|
2015
Q4 | $1.44M | Buy |
14,907
+3,092
| +26% | +$316K | 0.49% | 55 |
|
|
2015
Q3 | $1.17M | Sell |
11,815
-702
| -6% | -$69.3K | 0.49% | 52 |
|
|
2015
Q2 | $1.21M | Buy |
12,517
+2,014
| +19% | +$200K | 0.46% | 58 |
|
|
2015
Q1 | $1.02M | Sell |
10,503
-411
| -4% | -$42.2K | 0.43% | 64 |
|
|
2014
Q4 | $1.19M | Buy |
10,914
+724
| +7% | +$76.4K | 0.53% | 49 |
|
|
2014
Q3 | $1M | Sell |
10,190
-12
| -0.1% | -$1.19K | 0.57% | 44 |
|
|
2014
Q2 | $1.05M | Buy |
10,202
+313
| +3% | +$31.4K | 0.52% | 53 |
|
|
2014
Q1 | $963K | Sell |
9,889
-518
| -5% | -$50.5K | 0.53% | 50 |
|
|
2013
Q4 | $1.09M | Buy |
10,407
+623
| +6% | +$61.4K | 0.63% | 42 |
|
|
2013
Q3 | $894K | Buy |
9,784
+445
| +5% | +$39.1K | 0.64% | 42 |
|
|
2013
Q2 | $808K | Buy |
+9,339
| New | +$801K | 0.66% | 42 |
|
Other funds holding UPS
Advisor Partners's UPS Position: Q2 2022 in Review
Advisor Partners increased its United Parcel Service (UPS) stake by 2% in Q2 2022, buying an estimated $98.3K and bringing the position to 27,601 shares worth $5.04M. The position accounts for 0.35% of the portfolio, ranked #51.
Advisor Partners first reported a position in UPS in Q2 2013 and has held it in 37 quarters since. The position peaked at $5.8M in Q1 2022. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2022.
- Advisor Partners held 27,601 shares of United Parcel Service worth $5.04M as of Q2 2022.
- Advisor Partners bought 539 United Parcel Service shares in Q2 2022, an estimated $98.3K.
- United Parcel Service made up 0.35% of Advisor Partners's portfolio in Q2 2022, its #51 holding.
- Advisor Partners first reported a position in United Parcel Service in Q2 2013 and has held it in 37 quarters since.
- Advisor Partners's United Parcel Service position peaked at $5.8M in Q1 2022.
- 2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.
Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.