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Foresight Capital Management Advisors’s United Parcel Service UPS Stock Holding History

Foresight Capital Management 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
2022
Q3 		$1.48M Buy
9,188
+196
+2% +$37.1K 2.56% 22
2022
Q2 		$1.64M Buy
8,992
+50
+0.6% +$9.12K 2.51% 20
2022
Q1 		$1.92M Buy
8,942
+301
+3% +$64K 2.14% 28
2021
Q4 		$1.85M Buy
+8,641
New +$1.76M 1.8% 35

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Foresight Capital Management Advisors's UPS Position: Q3 2022 in Review

Foresight Capital Management Advisors increased its United Parcel Service (UPS) stake by 2.2% in Q3 2022, buying an estimated $37.1K and bringing the position to 9,188 shares worth $1.48M. The position accounts for 2.56% of the portfolio, ranked #22.

Foresight Capital Management Advisors first reported a position in UPS in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.92M in Q1 2022. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • Foresight Capital Management Advisors held 9,188 shares of United Parcel Service worth $1.48M as of Q3 2022.
  • Foresight Capital Management Advisors bought 196 United Parcel Service shares in Q3 2022, an estimated $37.1K.
  • United Parcel Service made up 2.56% of Foresight Capital Management Advisors's portfolio in Q3 2022, its #22 holding.
  • Foresight Capital Management Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 4 quarters since.
  • Foresight Capital Management Advisors's United Parcel Service position peaked at $1.92M in Q1 2022.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Foresight Capital Management Advisors's 13F filing for Q3 2022, filed 13 Oct 2022.