EdgeRock Capital’s United Parcel Service UPS Stock Holding History

EdgeRock Capital’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	-96	Closed	-$16K	–	371
2022 Q3	$16K	Buy	+96	New	+$18.2K	0.01%	178

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

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 $1.33B AUM 25.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EdgeRock Capital's UPS Position: Q4 2022 in Review

EdgeRock Capital sold out of United Parcel Service (UPS) in Q4 2022, closing a stake of 96 shares — an estimated $16K sold.

EdgeRock Capital first reported a position in UPS in Q3 2022 and held it in 1 quarter. The position peaked at $16K in Q3 2022. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

EdgeRock Capital reported no remaining United Parcel Service position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 96 United Parcel Service shares in Q4 2022, an estimated $16K.
EdgeRock Capital first reported a position in United Parcel Service in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's United Parcel Service position peaked at $16K in Q3 2022.
2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

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