Advisors Preferred’s United Parcel Service UPS Stock Holding History

Advisors Preferred’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 Q1	–	Sell	-1,990	Closed	-$425K	–	218
2021 Q4	$425K	Sell	1,990 -310	-13%	-$63.1K	0.04%	107
2021 Q3	$417K	Buy	2,300 +293	+15%	+$57.8K	0.06%	100
2021 Q2	$422K	Sell	2,007 -727	-27%	-$145K	0.04%	111
2021 Q1	$468K	Buy	2,734 +1,060	+63%	+$171K	0.07%	82
2020 Q4	$274K	Sell	1,674 -643	-28%	-$109K	0.05%	145
2020 Q3	$386K	Buy	2,317 +323	+16%	+$47K	0.08%	59
2020 Q2	$228K	Buy	+1,994	New	+$199K	0.06%	92
2018 Q3	–	Sell	-1,135	Closed	-$121K	–	262
2018 Q2	$121K	Buy	1,135 +1,015	+846%	+$114K	0.05%	133
2018 Q1	$13K	Buy	+120	New	+$13.9K	0.01%	234
2017 Q3	–	Sell	-3,843	Closed	-$425K	–	292
2017 Q2	$425K	Buy	3,843 +415	+12%	+$44.4K	0.23%	49
2017 Q1	$368	Sell	3,428 -824	-19%	-$90K	0.19%	46
2016 Q4	$487K	Buy	4,252 +3,365	+379%	+$379K	0.25%	47
2016 Q3	$97K	Buy	887 +762	+610%	+$83.2K	0.05%	126
2016 Q2	$13K	Buy	+125	New	+$13K	0.01%	164

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Advisors Preferred's UPS Position: Q1 2022 in Review

Advisors Preferred sold out of United Parcel Service (UPS) in Q1 2022, closing a stake of 1,990 shares — an estimated $425K sold.

Advisors Preferred first reported a position in UPS in Q2 2016 and held it in 14 quarters. The position peaked at $487K in Q4 2016. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

Advisors Preferred reported no remaining United Parcel Service position as of Q1 2022 after selling out during the quarter.
Advisors Preferred sold 1,990 United Parcel Service shares in Q1 2022, an estimated $425K.
Advisors Preferred first reported a position in United Parcel Service in Q2 2016 and held it in 14 quarters.
Advisors Preferred's United Parcel Service position peaked at $487K in Q4 2016.
2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Advisors Preferred's 13F filing for Q1 2022, filed 9 May 2022.