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Asio Capital’s United Parcel Service UPS Stock Holding History

Asio Capital’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
Q4 		– Sell
-6,782
Closed -$1.1M – 123
2022
Q3 		$1.1M Buy
+6,782
New +$1.28M 0.35% 83
2020
Q2 		– Sell
-23,283
Closed -$2.17M – 145
2020
Q1 		$2.17M Buy
23,283
+11,753
+102% +$1.22M 1.86% 15
2019
Q4 		$1.35K Buy
+11,530
New +$1.36M 0.7% 47

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return