Arcus Capital Partners’s United Parcel Service UPS Stock Holding History

Arcus Capital 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
2023 Q1	–	Sell	-549	Closed	-$95.4K	–	338
2022 Q4	$95.4K	Buy	+549	New	+$95K	0.04%	140
2022 Q1	–	Sell	-1,046	Closed	-$224K	–	116
2021 Q4	$224K	Buy	+1,046	New	+$213K	0.08%	100
2021 Q2	–	Sell	-2,151	Closed	-$366K	–	118
2021 Q1	$366K	Buy	2,151 +13	+0.6%	+$2.1K	0.03%	79
2020 Q4	$360K	Buy	+2,138	New	+$361K	0.05%	76
2020 Q3	–	Sell	-2,112	Closed	-$235K	–	78
2020 Q2	$235K	Buy	+2,112	New	+$211K	0.07%	73
2020 Q1	–	Sell	-2,067	Closed	-$242K	–	101
2019 Q4	$242K	Buy	+2,067	New	+$245K	0.08%	86

Other funds holding UPS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arcus Capital Partners's UPS Position: Q1 2023 in Review

Arcus Capital Partners sold out of United Parcel Service (UPS) in Q1 2023, closing a stake of 549 shares — an estimated $95.4K sold.

Arcus Capital Partners first reported a position in UPS in Q4 2019 and held it in 6 quarters. The position peaked at $366K in Q1 2021. 2,261 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

Arcus Capital Partners reported no remaining United Parcel Service position as of Q1 2023 after selling out during the quarter.
Arcus Capital Partners sold 549 United Parcel Service shares in Q1 2023, an estimated $95.4K.
Arcus Capital Partners first reported a position in United Parcel Service in Q4 2019 and held it in 6 quarters.
Arcus Capital Partners's United Parcel Service position peaked at $366K in Q1 2021.
2,261 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.