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Bellecapital’s United Parcel Service UPS Stock Holding History

Bellecapital’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
-1,491
Closed -$241K – 195
2022
Q3 		$241K Sell
1,491
-1,452
-49% -$275K 0.07% 167
2022
Q2 		$537K Sell
2,943
-500
-15% -$91.2K 0.15% 105
2022
Q1 		$738K Buy
+3,443
New +$732K 0.23% 78
2019
Q2 		– Sell
-3,088
Closed -$345K – 131
2019
Q1 		$345K Buy
3,088
+988
+47% +$105K 0.22% 81
2018
Q4 		$205K Buy
+2,100
New +$228K 0.15% 93

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
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 $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellecapital's UPS Position: Q4 2022 in Review

Bellecapital sold out of United Parcel Service (UPS) in Q4 2022, closing a stake of 1,491 shares — an estimated $241K sold.

Bellecapital first reported a position in UPS in Q4 2018 and held it in 5 quarters. The position peaked at $738K in Q1 2022. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

  • Bellecapital reported no remaining United Parcel Service position as of Q4 2022 after selling out during the quarter.
  • Bellecapital sold 1,491 United Parcel Service shares in Q4 2022, an estimated $241K.
  • Bellecapital first reported a position in United Parcel Service in Q4 2018 and held it in 5 quarters.
  • Bellecapital's United Parcel Service position peaked at $738K in Q1 2022.
  • 2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Bellecapital's 13F filing for Q4 2022, filed 10 Feb 2023.