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AGF Investments Inc’s United Parcel Service UPS Stock Holding History

AGF Investments Inc’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 		$7.12M Hold
44,066
– – 0.07% 190
2022
Q2 		$8.04M Buy
44,066
+11,140
+34% +$2.03M 0.07% 172
2022
Q1 		$7.06M Sell
32,926
-8,340
-20% -$1.77M 0.05% 211
2021
Q4 		$8.85M Buy
41,266
+7,171
+21% +$1.46M 0.06% 200
2021
Q3 		$6.21M Buy
+34,095
New +$6.73M 0.05% 219
2021
Q2 		– Sell
-3,963
Closed -$674K – 821
2021
Q1 		$674K Sell
3,963
-3,792
-49% -$613K 0.01% 463
2020
Q4 		$1.31M Sell
7,755
-5,470
-41% -$923K 0.01% 359
2020
Q3 		$2.2M Buy
13,225
+3,640
+38% +$530K 0.02% 277
2020
Q2 		$1.07M Buy
9,585
+1,135
+13% +$113K 0.01% 347
2020
Q1 		$789K Buy
+8,450
New +$875K 0.01% 349
2017
Q2 		– Sell
-530
Closed -$57K – 475
2017
Q1 		$57K Buy
530
+330
+165% +$36.1K ﹤0.01% 391
2016
Q4 		$23K Hold
200
– – ﹤0.01% 399
2016
Q3 		$22K Hold
200
– – ﹤0.01% 406
2016
Q2 		$22K Hold
200
– – ﹤0.01% 397
2016
Q1 		$21K Hold
200
– – ﹤0.01% 397
2015
Q4 		$19K Hold
200
– – ﹤0.01% 396
2015
Q3 		$20K Hold
200
– – ﹤0.01% 408
2015
Q2 		$19K Hold
200
– – ﹤0.01% 405
2015
Q1 		$19K Hold
200
– – ﹤0.01% 395
2014
Q4 		$22K Hold
200
– – ﹤0.01% 363
2014
Q3 		$20K Hold
200
– – ﹤0.01% 364
2014
Q2 		$21K Sell
200
-2,400
-92% -$241K ﹤0.01% 367
2014
Q1 		$253K Hold
2,600
– – ﹤0.01% 379
2013
Q4 		$273K Buy
+2,600
New +$256K ﹤0.01% 385

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

AGF Investments Inc's UPS Position: Q3 2022 in Review

AGF Investments Inc held its United Parcel Service (UPS) position steady in Q3 2022 at 44,066 shares worth $7.12M. The position accounts for 0.07% of the portfolio, ranked #190.

AGF Investments Inc first reported a position in UPS in Q4 2013 and has held it in 24 quarters since. The position peaked at $8.85M in Q4 2021. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • AGF Investments Inc held 44,066 shares of United Parcel Service worth $7.12M as of Q3 2022.
  • AGF Investments Inc left its United Parcel Service share count unchanged in Q3 2022.
  • United Parcel Service made up 0.07% of AGF Investments Inc's portfolio in Q3 2022, its #190 holding.
  • AGF Investments Inc first reported a position in United Parcel Service in Q4 2013 and has held it in 24 quarters since.
  • AGF Investments Inc's United Parcel Service position peaked at $8.85M in Q4 2021.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on AGF Investments Inc's 13F filing for Q3 2022, filed 10 Nov 2022.