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Demars Financial Group’s United Parcel Service UPS Stock Holding History

Demars Financial Group’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 		– Sell
-1,260
Closed -$270K – 91
2022
Q1 		$270K Sell
1,260
-101
-7% -$21.5K 0.14% 75
2021
Q4 		$292K Sell
1,361
-20
-1% -$4.07K 0.15% 74
2021
Q3 		$251K Sell
1,381
-1,239
-47% -$245K 0.15% 76
2021
Q2 		$545K Hold
2,620
– – 0.33% 52
2021
Q1 		$445K Sell
2,620
-65
-2% -$10.5K 0.3% 54
2020
Q4 		$452K Sell
2,685
-45
-2% -$7.59K 0.32% 51
2020
Q3 		$455K Hold
2,730
– – 0.35% 44
2020
Q2 		$304K Buy
2,730
+190
+7% +$19K 0.25% 47
2020
Q1 		$237K Buy
+2,540
New +$263K 0.25% 44

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

Demars Financial Group's UPS Position: Q2 2022 in Review

Demars Financial Group sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 1,260 shares — an estimated $270K sold.

Demars Financial Group first reported a position in UPS in Q1 2020 and held it in 9 quarters. The position peaked at $545K in Q2 2021. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • Demars Financial Group reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
  • Demars Financial Group sold 1,260 United Parcel Service shares in Q2 2022, an estimated $270K.
  • Demars Financial Group first reported a position in United Parcel Service in Q1 2020 and held it in 9 quarters.
  • Demars Financial Group's United Parcel Service position peaked at $545K in Q2 2021.
  • 2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Demars Financial Group's 13F filing for Q2 2022, filed 22 Jul 2022.