ER
UPS icon

Enlightenment Research’s United Parcel Service UPS Stock Holding History

Enlightenment Research’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
-2,000
Closed -$429K – 182
2022
Q1 		$429K Buy
+2,000
New +$425K 0.57% 54
2021
Q4 		– Sell
-1,400
Closed -$255K – 203
2021
Q3 		$255K Sell
1,400
-1,400
-50% -$276K 0.31% 106
2021
Q2 		$582K Buy
+2,800
New +$560K 0.74% 40
2021
Q1 		– Sell
-2,500
Closed -$421K – 194
2020
Q4 		$421K Buy
2,500
+200
+9% +$33.8K 0.59% 45
2020
Q3 		$383K Buy
+2,300
New +$335K 1.13% 30

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

Enlightenment Research's UPS Position: Q2 2022 in Review

Enlightenment Research sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 2,000 shares — an estimated $429K sold.

Enlightenment Research first reported a position in UPS in Q3 2020 and held it in 5 quarters. The position peaked at $582K in Q2 2021. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • Enlightenment Research reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
  • Enlightenment Research sold 2,000 United Parcel Service shares in Q2 2022, an estimated $429K.
  • Enlightenment Research first reported a position in United Parcel Service in Q3 2020 and held it in 5 quarters.
  • Enlightenment Research's United Parcel Service position peaked at $582K in Q2 2021.
  • 2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Enlightenment Research's 13F filing for Q2 2022, filed 12 Aug 2022.