Artemis Investment Management’s United Parcel Service UPS Stock Holding History

Artemis Investment Management’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	-19,350	Closed	-$4.14M	–	294
2022 Q1	$4.14M	Sell	19,350 -20,267	-51%	-$4.31M	0.03%	220
2021 Q4	$8.48M	Buy	39,617 +12,157	+44%	+$2.47M	0.06%	199
2021 Q3	$5M	Sell	27,460 -1,358	-5%	-$268K	0.04%	232
2021 Q2	$6M	Buy	+28,818	New	+$5.77M	0.05%	231
2019 Q4	–	Sell	-45,982	Closed	-$5.5M	–	255
2019 Q3	$5.5M	Buy	+45,982	New	+$5.26M	0.08%	202
2016 Q2	–	Sell	-90,800	Closed	-$9.58M	–	265
2016 Q1	$9.58M	Buy	90,800 +47,000	+107%	+$4.57M	0.24%	103
2015 Q4	$4.21M	Buy	+43,800	New	+$4.47M	0.11%	143
2015 Q1	–	Sell	-88,830	Closed	-$9.88M	–	276
2014 Q4	$9.88M	Sell	88,830 -34,969	-28%	-$3.69M	0.38%	72
2014 Q3	$12.2M	Buy	+123,799	New	+$12.3M	0.61%	54

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

Artemis Investment Management's UPS Position: Q2 2022 in Review

Artemis Investment Management sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 19,350 shares — an estimated $4.14M sold.

Artemis Investment Management first reported a position in UPS in Q3 2014 and held it in 9 quarters. The position peaked at $12.2M in Q3 2014. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

Artemis Investment Management reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
Artemis Investment Management sold 19,350 United Parcel Service shares in Q2 2022, an estimated $4.14M.
Artemis Investment Management first reported a position in United Parcel Service in Q3 2014 and held it in 9 quarters.
Artemis Investment Management's United Parcel Service position peaked at $12.2M in Q3 2014.
2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Artemis Investment Management's 13F filing for Q2 2022, filed 22 Jul 2022.