Almanack Investment Partners’s United Parcel Service UPS Stock Holding History

Almanack Investment Partners’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 Q2	–	Sell	-1,049	Closed	-$225K	–	512
2022 Q1	$225K	Buy	1,049 +10	+1%	+$2.13K	0.02%	428
2021 Q4	$223K	Sell	1,039 -400	-28%	-$81.4K	0.02%	447
2021 Q3	$262K	Buy	1,439 +17	+1%	+$3.36K	0.02%	404
2021 Q2	$296K	Sell	1,422 -395	-22%	-$79K	0.03%	328
2021 Q1	$309K	Sell	1,817 -49	-3%	-$7.93K	0.03%	307
2020 Q4	$314K	Buy	1,866 +391	+27%	+$66K	0.04%	282
2020 Q3	$243K	Buy	+1,475	New	+$215K	0.03%	340
2018 Q1	–	Sell	-997	Closed	-$119K	–	210
2017 Q4	$119K	Sell	997 -92	-8%	-$10.8K	0.05%	165
2017 Q3	$131K	Buy	+1,089	New	+$124K	0.06%	121

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Almanack Investment Partners's UPS Position: Q2 2022 in Review

Almanack Investment Partners sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 1,049 shares — an estimated $225K sold.

Almanack Investment Partners first reported a position in UPS in Q3 2017 and held it in 9 quarters. The position peaked at $314K in Q4 2020. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

Almanack Investment Partners reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
Almanack Investment Partners sold 1,049 United Parcel Service shares in Q2 2022, an estimated $225K.
Almanack Investment Partners first reported a position in United Parcel Service in Q3 2017 and held it in 9 quarters.
Almanack Investment Partners's United Parcel Service position peaked at $314K in Q4 2020.
2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Almanack Investment Partners's 13F filing for Q2 2022, filed 12 Aug 2022.