American Research & Management Company’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
Q3 | $83K | Hold |
513
| – | – | 0.02% | 162 |
|
|
2022
Q2 | $94K | Hold |
513
| – | – | 0.02% | 164 |
|
|
2022
Q1 | $110K | Sell |
513
-212
| -29% | -$45K | 0.02% | 161 |
|
|
2021
Q4 | $155K | Buy |
725
+513
| +242% | +$104K | 0.03% | 148 |
|
|
2021
Q3 | $39K | Hold |
212
| – | – | 0.01% | 222 |
|
|
2021
Q2 | $44K | Hold |
212
| – | – | 0.01% | 220 |
|
|
2021
Q1 | $36K | Hold |
212
| – | – | 0.01% | 216 |
|
|
2020
Q4 | $36K | Buy |
212
+86
| +68% | +$14.5K | 0.01% | 219 |
|
|
2020
Q3 | $21K | Sell |
126
-35
| -22% | -$5.1K | 0.01% | 228 |
|
|
2020
Q2 | $18K | Hold |
161
| – | – | 0.01% | 250 |
|
|
2020
Q1 | $15K | Hold |
161
| – | – | 0.01% | 242 |
|
|
2019
Q4 | $19K | Buy |
161
+126
| +360% | +$14.9K | 0.01% | 246 |
|
|
2019
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 308 |
|
|
2019
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 318 |
|
|
2019
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 353 |
|
|
2018
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 314 |
|
|
2018
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 320 |
|
|
2018
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 301 |
|
|
2018
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 337 |
|
|
2017
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 342 |
|
|
2017
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 318 |
|
|
2017
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 308 |
|
|
2017
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 298 |
|
|
2016
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 313 |
|
|
2016
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 323 |
|
|
2016
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 310 |
|
|
2016
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 320 |
|
|
2015
Q4 | $3K | Sell |
35
-200
| -85% | -$20.4K | ﹤0.01% | 338 |
|
|
2015
Q3 | $23K | Hold |
235
| – | – | 0.01% | 226 |
|
|
2015
Q2 | $23K | Hold |
235
| – | – | 0.01% | 233 |
|
|
2015
Q1 | $23K | Hold |
235
| – | – | 0.01% | 225 |
|
|
2014
Q4 | $26K | Hold |
235
| – | – | 0.01% | 213 |
|
|
2014
Q3 | $23K | Sell |
235
-75
| -24% | -$7.45K | 0.01% | 228 |
|
|
2014
Q2 | $32K | Hold |
310
| – | – | 0.01% | 207 |
|
|
2014
Q1 | $30K | Hold |
310
| – | – | 0.01% | 210 |
|
|
2013
Q4 | $33K | Sell |
310
-75
| -19% | -$7.39K | 0.01% | 200 |
|
|
2013
Q3 | $35K | Hold |
385
| – | – | 0.01% | 190 |
|
|
2013
Q2 | $33K | Buy |
+385
| New | +$33K | 0.01% | 191 |
|
Other funds holding UPS
American Research & Management Company's UPS Position: Q3 2022 in Review
American Research & Management Company held its United Parcel Service (UPS) position steady in Q3 2022 at 513 shares worth $83K. The position accounts for 0.02% of the portfolio, ranked #162.
American Research & Management Company first reported a position in UPS in Q2 2013 and has held it in 38 quarters since. The position peaked at $155K in Q4 2021. 2,125 funds tracked by Wall St. Rank hold UPS as of Q3 2022.
- American Research & Management Company held 513 shares of United Parcel Service worth $83K as of Q3 2022.
- American Research & Management Company left its United Parcel Service share count unchanged in Q3 2022.
- United Parcel Service made up 0.02% of American Research & Management Company's portfolio in Q3 2022, its #162 holding.
- American Research & Management Company first reported a position in United Parcel Service in Q2 2013 and has held it in 38 quarters since.
- American Research & Management Company's United Parcel Service position peaked at $155K in Q4 2021.
- 2,125 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.
Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.