Capital Directions Investment Advisors’s United Parcel Service UPS Stock Holding History

Capital Directions Investment Advisors’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	$44K	Buy	+253	New	+$43.8K	0.02%	130
2022 Q3	–	Sell	-338	Closed	-$64K	–	121
2022 Q2	$62K	Sell	338 -70	-17%	-$12.8K	0.02%	114
2022 Q1	$88K	Buy	+408	New	+$86.7K	0.03%	107
2021 Q4	–	Sell	-338	Closed	-$62K	–	218
2021 Q3	$62K	Hold	338	–	–	0.02%	125
2021 Q2	$70K	Buy	+338	New	+$67.6K	0.02%	101
2021 Q1	–	Sell	-463	Closed	-$78K	–	344
2020 Q4	$78K	Buy	463 +125	+37%	+$21.1K	0.03%	85
2020 Q3	$56K	Sell	338 -115	-25%	-$16.7K	0.02%	100
2020 Q2	$50K	Hold	453	–	–	0.02%	106
2020 Q1	$42K	Hold	453	–	–	0.02%	119
2019 Q4	$53K	Hold	453	–	–	0.02%	128
2019 Q3	$54K	Buy	+453	New	+$51.8K	0.02%	125
2018 Q3	–	Sell	-553	Closed	-$59K	–	230
2018 Q2	$59K	Buy	+553	New	+$62.1K	0.03%	66

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Capital Directions Investment Advisors's UPS Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in United Parcel Service (UPS) in Q4 2022: 253 shares worth $44K. The stake represents 0.02% of the portfolio and ranks #130 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in UPS as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in UPS in Q2 2018 and has held it in 12 quarters since. The position peaked at $88K in Q1 2022. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

Capital Directions Investment Advisors held 253 shares of United Parcel Service worth $44K as of Q4 2022.
United Parcel Service was a new Capital Directions Investment Advisors position in Q4 2022.
United Parcel Service made up 0.02% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #130 holding.
Capital Directions Investment Advisors first reported a position in United Parcel Service in Q2 2018 and has held it in 12 quarters since.
Capital Directions Investment Advisors's United Parcel Service position peaked at $88K in Q1 2022.
2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.