Grace Capital’s United Parcel Service UPS Stock Holding History

Grace Capital’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
2021 Q4	$493K	Buy	2,300 +400	+21%	+$81.4K	0.29%	95
2021 Q3	$387K	Buy	1,900 +300	+19%	+$59.2K	0.24%	112
2021 Q2	$333K	Sell	1,600 -700	-30%	-$140K	0.22%	108
2021 Q1	$391K	Hold	2,300	–	–	0.25%	108
2020 Q4	$387K	Buy	2,300 +700	+44%	+$118K	0.24%	104
2020 Q3	$266K	Sell	1,600 -1,200	-43%	-$175K	0.21%	109
2020 Q2	$311K	Hold	2,800	–	–	0.27%	96
2020 Q1	$262K	Hold	2,800	–	–	0.26%	93
2019 Q4	$328K	Sell	2,800 -400	-13%	-$47.4K	0.27%	98
2019 Q3	$384K	Sell	3,200 -1,000	-24%	-$114K	0.39%	73
2019 Q2	$434K	Sell	4,200 -500	-11%	-$52K	0.21%	113
2019 Q1	$525K	Buy	4,700 +100	+2%	+$10.6K	0.2%	121
2018 Q4	$449K	Buy	4,600 +1,900	+70%	+$206K	0.21%	124
2018 Q3	$316K	Hold	2,700	–	–	0.12%	136
2018 Q2	$286K	Buy	+2,700	New	+$303K	0.11%	151

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Grace Capital's UPS Position: Q4 2021 in Review

Grace Capital increased its United Parcel Service (UPS) stake by 21% in Q4 2021, buying an estimated $81.4K and bringing the position to 2,300 shares worth $493K. The position accounts for 0.29% of the portfolio, ranked #95.

Grace Capital first reported a position in UPS in Q2 2018 and has held it in 15 quarters since. The position peaked at $525K in Q1 2019. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

Grace Capital held 2,300 shares of United Parcel Service worth $493K as of Q4 2021.
Grace Capital bought 400 United Parcel Service shares in Q4 2021, an estimated $81.4K.
United Parcel Service made up 0.29% of Grace Capital's portfolio in Q4 2021, its #95 holding.
Grace Capital first reported a position in United Parcel Service in Q2 2018 and has held it in 15 quarters since.
Grace Capital's United Parcel Service position peaked at $525K in Q1 2019.
2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on Grace Capital's 13F filing for Q4 2021, filed 2 Feb 2022.