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Epic Trust Investment Advisors’s United Parcel Service UPS Stock Holding History

Epic Trust Investment 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
2023
Q2 		– Sell
-1,358
Closed -$264K – 121
2023
Q1 		$264K Buy
1,358
+170
+14% +$31.2K 0.32% 88
2022
Q4 		$207K Buy
+1,188
New +$206K 0.31% 92

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Epic Trust Investment Advisors's UPS Position: Q2 2023 in Review

Epic Trust Investment Advisors sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,358 shares — an estimated $264K sold.

Epic Trust Investment Advisors first reported a position in UPS in Q4 2022 and held it in 2 quarters. The position peaked at $264K in Q1 2023. 2,252 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • Epic Trust Investment Advisors reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 1,358 United Parcel Service shares in Q2 2023, an estimated $264K.
  • Epic Trust Investment Advisors first reported a position in United Parcel Service in Q4 2022 and held it in 2 quarters.
  • Epic Trust Investment Advisors's United Parcel Service position peaked at $264K in Q1 2023.
  • 2,252 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.