Desjardins Global Asset Management’s United Parcel Service UPS Stock Holding History

Desjardins Global Asset Management’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
2023 Q4	$592K	Sell	3,762 -89	-2%	-$13.5K	0.06%	221
2023 Q3	$600K	Sell	3,851 -5,248	-58%	-$906K	0.07%	240
2023 Q2	$1.63M	Buy	9,099 +1,196	+15%	+$212K	0.19%	126
2023 Q1	$1.53M	Buy	7,903 +2,683	+51%	+$492K	0.19%	107
2022 Q4	$907K	Sell	5,220 -3,905	-43%	-$676K	0.14%	146
2022 Q3	$1.47M	Buy	9,125 +2,226	+32%	+$421K	0.19%	114
2022 Q2	$1.26M	Sell	6,899 -11,068	-62%	-$2.02M	0.17%	136
2022 Q1	$3.85M	Sell	17,967 -3,067	-15%	-$652K	0.34%	62
2021 Q4	$4.51M	Buy	+21,034	New	+$4.28M	0.39%	64

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Desjardins Global Asset Management's UPS Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its United Parcel Service (UPS) stake by 2.3% in Q4 2023, selling an estimated $13.5K and leaving 3,762 shares worth $592K. The position accounts for 0.06% of the portfolio, ranked #221.

Desjardins Global Asset Management first reported a position in UPS in Q4 2021 and has held it in 9 quarters since. The position peaked at $4.51M in Q4 2021. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

Desjardins Global Asset Management held 3,762 shares of United Parcel Service worth $592K as of Q4 2023.
Desjardins Global Asset Management sold 89 United Parcel Service shares in Q4 2023, an estimated $13.5K.
United Parcel Service made up 0.06% of Desjardins Global Asset Management's portfolio in Q4 2023, its #221 holding.
Desjardins Global Asset Management first reported a position in United Parcel Service in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's United Parcel Service position peaked at $4.51M in Q4 2021.
2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.