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American Portfolios Advisors’s United Parcel Service UPS Stock Holding History

American Portfolios Advisors’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 		$2.26M Sell
14,001
-3,398
-20% -$643K 0.1% 215
2022
Q2 		$3.18M Buy
17,399
+1,872
+12% +$341K 0.13% 168
2022
Q1 		$3.33M Buy
15,527
+127
+0.8% +$27K 0.11% 188
2021
Q4 		$3.3M Buy
15,400
+484
+3% +$98.4K 0.11% 181
2021
Q3 		$2.72M Buy
14,916
+4,391
+42% +$867K 0.1% 204
2021
Q2 		$2.19M Sell
10,525
-467
-4% -$93.4K 0.08% 243
2021
Q1 		$1.87M Buy
10,992
+157
+1% +$25.4K 0.08% 245
2020
Q4 		$1.82M Sell
10,835
-6,379
-37% -$1.08M 0.09% 205
2020
Q3 		$2.87M Buy
17,214
+6,848
+66% +$997K 0.17% 125
2020
Q2 		$1.15M Sell
10,366
-1,139
-10% -$114K 0.08% 242
2020
Q1 		$1.07M Buy
11,505
+4,331
+60% +$449K 0.09% 206
2019
Q4 		$840K Buy
7,174
+207
+3% +$24.5K 0.06% 309
2019
Q3 		$835K Buy
6,967
+1,817
+35% +$208K 0.07% 276
2019
Q2 		$532K Buy
5,150
+191
+4% +$19.9K 0.04% 373
2019
Q1 		$554K Buy
4,959
+1,025
+26% +$109K 0.05% 347
2018
Q4 		$384K Sell
3,934
-1,166
-23% -$126K 0.05% 343
2018
Q3 		$595K Buy
5,100
+288
+6% +$33.9K 0.07% 273
2018
Q2 		$511K Buy
4,812
+65
+1% +$7.3K 0.07% 277
2018
Q1 		$497K Sell
4,747
-143
-3% -$16.5K 0.07% 262
2017
Q4 		$583K Buy
+4,890
New +$575K 0.09% 223

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

American Portfolios Advisors's UPS Position: Q3 2022 in Review

American Portfolios Advisors reduced its United Parcel Service (UPS) stake by 20% in Q3 2022, selling an estimated $643K and leaving 14,001 shares worth $2.26M. The position accounts for 0.1% of the portfolio, ranked #215.

American Portfolios Advisors first reported a position in UPS in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.33M in Q1 2022. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • American Portfolios Advisors held 14,001 shares of United Parcel Service worth $2.26M as of Q3 2022.
  • American Portfolios Advisors sold 3,398 United Parcel Service shares in Q3 2022, an estimated $643K.
  • United Parcel Service made up 0.1% of American Portfolios Advisors's portfolio in Q3 2022, its #215 holding.
  • American Portfolios Advisors first reported a position in United Parcel Service in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's United Parcel Service position peaked at $3.33M in Q1 2022.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.