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Bivin & Associates’s United Parcel Service UPS Stock Holding History

Bivin & Associates’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 		$27K Hold
150
– – 0.03% 106
2022
Q1 		$32K Hold
150
– – 0.03% 105
2021
Q4 		$32K Buy
+150
New +$30.5K 0.03% 112

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bivin & Associates's UPS Position: Q2 2022 in Review

Bivin & Associates held its United Parcel Service (UPS) position steady in Q2 2022 at 150 shares worth $27K. The position accounts for 0.03% of the portfolio, ranked #106.

Bivin & Associates first reported a position in UPS in Q4 2021 and has held it in 3 quarters since. The position peaked at $32K in Q1 2022. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • Bivin & Associates held 150 shares of United Parcel Service worth $27K as of Q2 2022.
  • Bivin & Associates left its United Parcel Service share count unchanged in Q2 2022.
  • United Parcel Service made up 0.03% of Bivin & Associates's portfolio in Q2 2022, its #106 holding.
  • Bivin & Associates first reported a position in United Parcel Service in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's United Parcel Service position peaked at $32K in Q1 2022.
  • 2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.