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IndexIQ Advisors’s United Parcel Service UPS Stock Holding History

IndexIQ 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
Q1 		$2.64M Buy
12,317
+105
+0.9% +$22.3K 0.09% 210
2021
Q4 		$2.62M Sell
12,212
-347
-3% -$70.6K 0.09% 204
2021
Q3 		$2.29M Buy
12,559
+643
+5% +$127K 0.08% 227
2021
Q2 		$2.48M Buy
11,916
+451
+4% +$90.2K 0.08% 208
2021
Q1 		$1.95M Buy
11,465
+1,556
+16% +$252K 0.07% 215
2020
Q4 		$1.67M Buy
9,909
+4,654
+89% +$785K 0.06% 196
2020
Q3 		$876K Buy
5,255
+3,170
+152% +$462K 0.04% 218
2020
Q2 		$232K Buy
2,085
+1,842
+758% +$184K 0.01% 440
2020
Q1 		$23K Buy
243
+2
+0.8% +$207 ﹤0.01% 789
2019
Q4 		$28K Buy
+241
New +$28.5K ﹤0.01% 575

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

IndexIQ Advisors's UPS Position: Q1 2022 in Review

IndexIQ Advisors increased its United Parcel Service (UPS) stake by 0.86% in Q1 2022, buying an estimated $22.3K and bringing the position to 12,317 shares worth $2.64M. The position accounts for 0.09% of the portfolio, ranked #210.

IndexIQ Advisors first reported a position in UPS in Q4 2019 and has held it in 10 quarters since. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

  • IndexIQ Advisors held 12,317 shares of United Parcel Service worth $2.64M as of Q1 2022.
  • IndexIQ Advisors bought 105 United Parcel Service shares in Q1 2022, an estimated $22.3K.
  • United Parcel Service made up 0.09% of IndexIQ Advisors's portfolio in Q1 2022, its #210 holding.
  • IndexIQ Advisors first reported a position in United Parcel Service in Q4 2019 and has held it in 10 quarters since.
  • 2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.