CFO4Life’s United Parcel Service UPS Stock Holding History

CFO4Life’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	$55.5M	Buy	+319,274	New	+$55.3M	11.8%	1
2016 Q4	$34.7M	Sell	302,298 -393	-0.1%	-$44.3K	28.64%	1
2016 Q3	$33.1M	Sell	302,691 -2,370	-0.8%	-$259K	28.69%	1
2016 Q2	$32.9M	Buy	305,061 +1,522	+0.5%	+$158K	28.11%	1
2016 Q1	$32M	Sell	303,539 -941	-0.3%	-$91.5K	28.68%	1
2015 Q4	$29.3M	Sell	304,480 -106	-0%	-$10.8K	27.82%	1
2015 Q3	$30.1M	Sell	304,586 -1,300	-0.4%	-$128K	31.96%	1
2015 Q2	$29.6M	Sell	305,886 -223	-0.1%	-$22.2K	24.73%	1
2015 Q1	$29.7M	Sell	306,109 -1,050	-0.3%	-$108K	24.72%	1
2014 Q4	$34.1M	Buy	+307,159	New	+$32.4M	28.18%	1

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.51B AUM 33.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CFO4Life's UPS Position: Q4 2022 in Review

CFO4Life opened a new position in United Parcel Service (UPS) in Q4 2022: 319,274 shares worth $55.5M. The stake represents 11.8% of the portfolio and ranks #1 among its holdings. This is a return to the name: CFO4Life previously reported a position in UPS as recently as Q4 2016.

CFO4Life first reported a position in UPS in Q4 2014 and has held it in 10 quarters since. 2,230 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

CFO4Life held 319,274 shares of United Parcel Service worth $55.5M as of Q4 2022.
United Parcel Service was a new CFO4Life position in Q4 2022.
United Parcel Service made up 11.8% of CFO4Life's portfolio in Q4 2022, its #1 holding.
CFO4Life first reported a position in United Parcel Service in Q4 2014 and has held it in 10 quarters since.
2,230 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.