FourThought Financial’s United Parcel Service UPS Stock Holding History

FourThought Financial’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	$331K	Sell	2,046 -810	-28%	-$153K	0.05%	235
2022 Q2	$521K	Sell	2,856 -705	-20%	-$129K	0.08%	175
2022 Q1	$763K	Sell	3,561 -16	-0.4%	-$3.4K	0.1%	143
2021 Q4	$767K	Sell	3,577 -233	-6%	-$47.4K	0.1%	142
2021 Q3	$693K	Sell	3,810 -225	-6%	-$44.4K	0.09%	162
2021 Q2	$839K	Sell	4,035 -33	-0.8%	-$6.6K	0.11%	153
2021 Q1	$691K	Sell	4,068 -91	-2%	-$14.7K	0.1%	157
2020 Q4	$700K	Buy	+4,159	New	+$702K	0.11%	145

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

FourThought Financial's UPS Position: Q3 2022 in Review

FourThought Financial reduced its United Parcel Service (UPS) stake by 28% in Q3 2022, selling an estimated $153K and leaving 2,046 shares worth $331K. The position accounts for 0.05% of the portfolio, ranked #235.

FourThought Financial first reported a position in UPS in Q4 2020 and has held it in 8 quarters since. The position peaked at $839K in Q2 2021. 2,125 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

FourThought Financial held 2,046 shares of United Parcel Service worth $331K as of Q3 2022.
FourThought Financial sold 810 United Parcel Service shares in Q3 2022, an estimated $153K.
United Parcel Service made up 0.05% of FourThought Financial's portfolio in Q3 2022, its #235 holding.
FourThought Financial first reported a position in United Parcel Service in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's United Parcel Service position peaked at $839K in Q2 2021.
2,125 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.