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Biltmore Family Office’s United Parcel Service UPS Stock Holding History

Biltmore Family Office’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
Q1 		– Sell
-1,156
Closed -$248K – 241
2021
Q4 		$248K Buy
+1,156
New +$235K 0.05% 181

Other funds holding UPS

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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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Biltmore Family Office's UPS Position: Q1 2022 in Review

Biltmore Family Office sold out of United Parcel Service (UPS) in Q1 2022, closing a stake of 1,156 shares — an estimated $248K sold.

Biltmore Family Office first reported a position in UPS in Q4 2021 and held it in 1 quarter. The position peaked at $248K in Q4 2021. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

  • Biltmore Family Office reported no remaining United Parcel Service position as of Q1 2022 after selling out during the quarter.
  • Biltmore Family Office sold 1,156 United Parcel Service shares in Q1 2022, an estimated $248K.
  • Biltmore Family Office first reported a position in United Parcel Service in Q4 2021 and held it in 1 quarter.
  • Biltmore Family Office's United Parcel Service position peaked at $248K in Q4 2021.
  • 2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Biltmore Family Office's 13F filing for Q1 2022, filed 12 May 2022.