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DSC Advisors’s United Parcel Service UPS Stock Holding History

DSC 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
Q4 		– Sell
-2,699
Closed -$436K – 89
2022
Q3 		$436K Sell
2,699
-682
-20% -$129K 0.45% 46
2022
Q2 		$617K Sell
3,381
-522
-13% -$95.2K 0.62% 29
2022
Q1 		$837K Buy
3,903
+1,982
+103% +$421K 0.29% 32
2021
Q4 		$412K Buy
1,921
+350
+22% +$71.2K 0.32% 39
2021
Q3 		$286K Buy
1,571
+167
+12% +$33K 0.29% 51
2021
Q2 		$292K Sell
1,404
-380
-21% -$76K 0.21% 54
2021
Q1 		$303K Buy
+1,784
New +$289K 0.19% 60
2020
Q1 		– Sell
-1,869
Closed -$219K – 77
2019
Q4 		$219K Buy
1,869
+181
+11% +$21.4K 0.1% 74
2019
Q3 		$202K Buy
+1,688
New +$193K 0.04% 86

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DSC Advisors's UPS Position: Q4 2022 in Review

DSC Advisors sold out of United Parcel Service (UPS) in Q4 2022, closing a stake of 2,699 shares — an estimated $436K sold.

DSC Advisors first reported a position in UPS in Q3 2019 and held it in 9 quarters. The position peaked at $837K in Q1 2022. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

  • DSC Advisors reported no remaining United Parcel Service position as of Q4 2022 after selling out during the quarter.
  • DSC Advisors sold 2,699 United Parcel Service shares in Q4 2022, an estimated $436K.
  • DSC Advisors first reported a position in United Parcel Service in Q3 2019 and held it in 9 quarters.
  • DSC Advisors's United Parcel Service position peaked at $837K in Q1 2022.
  • 2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on DSC Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.