Frontier Wealth Management’s United Parcel Service UPS Stock Holding History

Frontier Wealth Management’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	$2.13M	Sell	11,678 -1,050	-8%	-$192K	0.15%	120
2022 Q1	$2.39M	Buy	12,728 +104	+0.8%	+$22.1K	0.03%	101
2021 Q4	$2.71M	Sell	12,624 -12,500	-50%	-$2.54M	0.18%	99
2021 Q3	$4.58M	Buy	25,124 +704	+3%	+$139K	0.32%	64
2021 Q2	$5.08M	Buy	24,420 +17,499	+253%	+$3.5M	0.36%	55
2021 Q1	$1.18M	Buy	6,921 +832	+14%	+$135K	0.09%	150
2020 Q4	$1.02M	Buy	6,089 +260	+4%	+$43.9K	0.08%	154
2020 Q3	$971K	Hold	5,829	–	–	0.09%	155
2020 Q2	$648K	Sell	5,829 -1,191	-17%	-$119K	0.06%	184
2020 Q1	$656K	Buy	7,020 +1,679	+31%	+$174K	0.11%	156
2019 Q4	$625K	Buy	5,341 +591	+12%	+$70K	0.1%	153
2019 Q3	$569K	Buy	4,750 +170	+4%	+$19.4K	0.08%	179
2019 Q2	$473K	Hold	4,580	–	–	0.07%	197
2019 Q1	$512K	Sell	4,580 -10	-0.2%	-$1.06K	0.07%	214
2018 Q4	$448K	Buy	4,590 +145	+3%	+$15.7K	0.07%	218
2018 Q3	$519K	Sell	4,445 -198	-4%	-$23.3K	0.05%	225
2018 Q2	$493K	Sell	4,643 -302	-6%	-$33.9K	0.07%	217
2018 Q1	$518K	Buy	4,945 +386	+8%	+$44.6K	0.07%	226
2017 Q4	$543K	Sell	4,559 -325	-7%	-$38.2K	0.09%	200
2017 Q3	$587K	Sell	4,884 -100	-2%	-$11.4K	0.08%	204
2017 Q2	$551K	Buy	4,984 +300	+6%	+$32.1K	0.08%	205
2017 Q1	$503K	Sell	4,684 -800	-15%	-$87.4K	0.08%	224
2016 Q4	$629K	Sell	5,484 -1,438	-21%	-$162K	0.1%	192
2016 Q3	$757K	Buy	6,922 +245	+4%	+$26.8K	0.11%	164
2016 Q2	$719K	Sell	6,677 -64	-0.9%	-$6.66K	0.12%	163
2016 Q1	$711K	Sell	6,741 -50	-0.7%	-$4.86K	0.06%	168
2015 Q4	$654K	Sell	6,791 -72	-1%	-$7.36K	0.11%	169
2015 Q3	$677K	Sell	6,863 -1,079	-14%	-$107K	0.11%	169
2015 Q2	$770K	Sell	7,942 -397	-5%	-$39.4K	0.12%	151
2015 Q1	$808K	Sell	8,339 -946	-10%	-$97.1K	0.13%	126
2014 Q4	$1.03M	Buy	+9,285	New	+$980K	0.19%	85

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Frontier Wealth Management's UPS Position: Q2 2022 in Review

Frontier Wealth Management reduced its United Parcel Service (UPS) stake by 8.2% in Q2 2022, selling an estimated $192K and leaving 11,678 shares worth $2.13M. The position accounts for 0.15% of the portfolio, ranked #120.

Frontier Wealth Management first reported a position in UPS in Q4 2014 and has held it in 31 quarters since. The position peaked at $5.08M in Q2 2021. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

Frontier Wealth Management held 11,678 shares of United Parcel Service worth $2.13M as of Q2 2022.
Frontier Wealth Management sold 1,050 United Parcel Service shares in Q2 2022, an estimated $192K.
United Parcel Service made up 0.15% of Frontier Wealth Management's portfolio in Q2 2022, its #120 holding.
Frontier Wealth Management first reported a position in United Parcel Service in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's United Parcel Service position peaked at $5.08M in Q2 2021.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.