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Edge Capital Group’s United Parcel Service UPS Stock Holding History

Edge Capital 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
2023
Q2 		– Sell
-1,151
Closed -$223K – 396
2023
Q1 		$223K Sell
1,151
-73
-6% -$13.4K 0.01% 290
2022
Q4 		$213K Sell
1,224
-160
-12% -$27.7K 0.01% 279
2022
Q3 		$224K Sell
1,384
-9,156
-87% -$1.73M 0.02% 262
2022
Q2 		$1.04M Buy
10,540
+9,221
+699% +$1.68M 0.09% 139
2022
Q1 		$283K Buy
1,319
+5
+0.4% +$1.06K 0.02% 254
2021
Q4 		$282K Buy
1,314
+1
+0.1% +$203 0.02% 239
2021
Q3 		$239K Buy
+1,313
New +$259K 0.02% 244
2021
Q2 		– Sell
-1,205
Closed -$205K – 294
2021
Q1 		$205K Sell
1,205
-567
-32% -$91.7K 0.02% 266
2020
Q4 		$298K Buy
1,772
+504
+40% +$85.1K 0.03% 212
2020
Q3 		$211K Buy
+1,268
New +$185K 0.02% 229

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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

Edge Capital Group's UPS Position: Q2 2023 in Review

Edge Capital Group sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,151 shares — an estimated $223K sold.

Edge Capital Group first reported a position in UPS in Q3 2020 and held it in 10 quarters. The position peaked at $1.04M in Q2 2022. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • Edge Capital Group reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
  • Edge Capital Group sold 1,151 United Parcel Service shares in Q2 2023, an estimated $223K.
  • Edge Capital Group first reported a position in United Parcel Service in Q3 2020 and held it in 10 quarters.
  • Edge Capital Group's United Parcel Service position peaked at $1.04M in Q2 2022.
  • 2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Edge Capital Group's 13F filing for Q2 2023, filed 8 Aug 2023.