Integrated Investment Consultants’s United Parcel Service UPS Stock Holding History

Integrated Investment Consultants’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	-1,020	Closed	-$219K	–	303
2022 Q1	$219K	Sell	1,020 -253	-20%	-$53.8K	0.06%	270
2021 Q4	$273K	Buy	+1,273	New	+$259K	0.07%	243
2018 Q2	–	Sell	-2,363	Closed	-$247K	–	663
2018 Q1	$247K	Buy	+2,363	New	+$273K	0.1%	140
2017 Q3	$107K	Buy	894 +44	+5%	+$5K	0.05%	283
2017 Q2	$94K	Hold	850	–	–	0.04%	300
2017 Q1	$91K	Hold	850	–	–	0.04%	305
2016 Q4	$97K	Hold	850	–	–	0.05%	280
2016 Q3	$92K	Hold	850	–	–	0.05%	286
2016 Q2	$92K	Buy	850 +519	+157%	+$54K	0.05%	284
2016 Q1	$35K	Buy	+331	New	+$32.2K	0.02%	394

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Integrated Investment Consultants's UPS Position: Q2 2022 in Review

Integrated Investment Consultants sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 1,020 shares — an estimated $219K sold.

Integrated Investment Consultants first reported a position in UPS in Q1 2016 and held it in 10 quarters. The position peaked at $273K in Q4 2021. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

Integrated Investment Consultants reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
Integrated Investment Consultants sold 1,020 United Parcel Service shares in Q2 2022, an estimated $219K.
Integrated Investment Consultants first reported a position in United Parcel Service in Q1 2016 and held it in 10 quarters.
Integrated Investment Consultants's United Parcel Service position peaked at $273K in Q4 2021.
2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Integrated Investment Consultants's 13F filing for Q2 2022, filed 19 Jul 2022.