First Capital Advisors Group’s United Parcel Service UPS Stock Holding History

First Capital Advisors 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	$54.1K	Buy	+302	New	+$53.6K	0.03%	291
2018 Q4	$221K	Sell	2,261 -241	-10%	-$26.1K	0.17%	124
2018 Q3	$292K	Buy	2,502 +167	+7%	+$19.7K	0.18%	114
2018 Q2	$248K	Buy	2,335 +200	+9%	+$22.5K	0.16%	134
2018 Q1	$223K	Buy	2,135 +273	+15%	+$31.6K	0.13%	156
2017 Q4	$222K	Buy	+1,862	New	+$219K	0.14%	159

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

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

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

First Capital Advisors Group's UPS Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in United Parcel Service (UPS) in Q2 2023: 302 shares worth $54.1K. The stake represents 0.03% of the portfolio and ranks #291 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in UPS as recently as Q4 2018.

First Capital Advisors Group first reported a position in UPS in Q4 2017 and has held it in 6 quarters since. The position peaked at $292K in Q3 2018. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

First Capital Advisors Group held 302 shares of United Parcel Service worth $54.1K as of Q2 2023.
United Parcel Service was a new First Capital Advisors Group position in Q2 2023.
United Parcel Service made up 0.03% of First Capital Advisors Group's portfolio in Q2 2023, its #291 holding.
First Capital Advisors Group first reported a position in United Parcel Service in Q4 2017 and has held it in 6 quarters since.
First Capital Advisors Group's United Parcel Service position peaked at $292K in Q3 2018.
2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.