Capitolis Advisors’s United Parcel Service UPS Stock Holding History

Capitolis 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 Q1	–	Sell	-45,967	Closed	-$9.85M	–	484
2021 Q4	$9.85M	Buy	45,967 +9,002	+24%	+$1.83M	0.06%	222
2021 Q3	$7.15M	Sell	36,965 -15,127	-29%	-$2.99M	0.07%	206
2021 Q2	$10.8M	Sell	52,092 -25,978	-33%	-$5.2M	0.13%	156
2021 Q1	$13.3M	Hold	78,070	–	–	0.23%	99
2020 Q4	$13.1M	Buy	+78,070	New	+$13.2M	0.22%	111

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capitolis Advisors's UPS Position: Q1 2022 in Review

Capitolis Advisors sold out of United Parcel Service (UPS) in Q1 2022, closing a stake of 45,967 shares — an estimated $9.85M sold.

Capitolis Advisors first reported a position in UPS in Q4 2020 and held it in 5 quarters. The position peaked at $13.3M in Q1 2021. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

Capitolis Advisors reported no remaining United Parcel Service position as of Q1 2022 after selling out during the quarter.
Capitolis Advisors sold 45,967 United Parcel Service shares in Q1 2022, an estimated $9.85M.
Capitolis Advisors first reported a position in United Parcel Service in Q4 2020 and held it in 5 quarters.
Capitolis Advisors's United Parcel Service position peaked at $13.3M in Q1 2021.
2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Capitolis Advisors's 13F filing for Q1 2022, filed 12 May 2022.