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Gould Asset Management’s United Parcel Service UPS Stock Holding History

Gould Asset 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 		– Sell
-1,145
Closed -$246K – 155
2022
Q1 		$246K Buy
+1,145
New +$243K 0.07% 124
2018
Q1 		– Sell
-2,300
Closed -$274K – 146
2017
Q4 		$274K Buy
2,300
+500
+28% +$58.8K 0.12% 100
2017
Q3 		$216K Buy
+1,800
New +$205K 0.1% 125

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Gould Asset Management's UPS Position: Q2 2022 in Review

Gould Asset Management sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 1,145 shares — an estimated $246K sold.

Gould Asset Management first reported a position in UPS in Q3 2017 and held it in 3 quarters. The position peaked at $274K in Q4 2017. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • Gould Asset Management reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
  • Gould Asset Management sold 1,145 United Parcel Service shares in Q2 2022, an estimated $246K.
  • Gould Asset Management first reported a position in United Parcel Service in Q3 2017 and held it in 3 quarters.
  • Gould Asset Management's United Parcel Service position peaked at $274K in Q4 2017.
  • 2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Gould Asset Management's 13F filing for Q2 2022, filed 10 Aug 2022.