Cardan Capital Partners’s United Parcel Service UPS Stock Holding History

Cardan Capital Partners’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
2021 Q3	$1.37M	Buy	7,524 +108	+1%	+$21.3K	0.15%	113
2021 Q2	$1.54M	Sell	7,416 -255	-3%	-$51K	0.17%	118
2021 Q1	$1.3M	Sell	7,671 -30	-0.4%	-$4.85K	0.16%	114
2020 Q4	$1.3M	Buy	7,701 +630	+9%	+$106K	0.16%	104
2020 Q3	$1.18M	Buy	7,071 +330	+5%	+$48K	0.16%	117
2020 Q2	$749K	Buy	6,741 +341	+5%	+$34K	0.11%	126
2020 Q1	$598K	Buy	6,400 +31	+0.5%	+$3.21K	0.1%	117
2019 Q4	$746K	Sell	6,369 -3	-0%	-$355	0.1%	118
2019 Q3	$763K	Hold	6,372	–	–	0.11%	121
2019 Q2	$658K	Sell	6,372 -1,085	-15%	-$113K	0.1%	118
2019 Q1	$833K	Hold	7,457	–	–	0.13%	111
2018 Q4	$727K	Hold	7,457	–	–	0.13%	102
2018 Q3	$871K	Hold	7,457	–	–	0.14%	94
2018 Q2	$792K	Sell	7,457 -444	-6%	-$49.9K	0.13%	94
2018 Q1	$827K	Buy	+7,901	New	+$913K	0.14%	93

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Cardan Capital Partners's UPS Position: Q3 2021 in Review

Cardan Capital Partners increased its United Parcel Service (UPS) stake by 1.5% in Q3 2021, buying an estimated $21.3K and bringing the position to 7,524 shares worth $1.37M. The position accounts for 0.15% of the portfolio, ranked #113.

Cardan Capital Partners first reported a position in UPS in Q1 2018 and has held it in 15 quarters since. The position peaked at $1.54M in Q2 2021. 1,976 funds tracked by Wall St. Rank hold UPS as of Q3 2021.

Cardan Capital Partners held 7,524 shares of United Parcel Service worth $1.37M as of Q3 2021.
Cardan Capital Partners bought 108 United Parcel Service shares in Q3 2021, an estimated $21.3K.
United Parcel Service made up 0.15% of Cardan Capital Partners's portfolio in Q3 2021, its #113 holding.
Cardan Capital Partners first reported a position in United Parcel Service in Q1 2018 and has held it in 15 quarters since.
Cardan Capital Partners's United Parcel Service position peaked at $1.54M in Q2 2021.
1,976 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.