JBJ Investment Partners’s United Parcel Service UPS Stock Holding History

JBJ Investment Partners’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	$1.06M	Sell	4,928 -2,833	-37%	-$576K	0.22%	25
2021 Q3	$1.41M	Sell	7,761 -20	-0.3%	-$3.95K	0.29%	21
2021 Q2	$1.62M	Sell	7,781 -677	-8%	-$135K	0.33%	21
2021 Q1	$1.44M	Sell	8,458 -1,681	-17%	-$272K	0.31%	23
2020 Q4	$1.71M	Sell	10,139 -1,669	-14%	-$282K	0.39%	24
2020 Q3	$1.97M	Buy	11,808 +2,061	+21%	+$300K	0.51%	19
2020 Q2	$1.08M	Buy	9,747 +7,494	+333%	+$748K	0.31%	35
2020 Q1	$210K	Buy	+2,253	New	+$233K	0.08%	44
2019 Q2	–	Sell	-110	Closed	-$12K	–	176
2019 Q1	$12K	Buy	+110	New	+$11.7K	﹤0.01%	183

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

JBJ Investment Partners's UPS Position: Q4 2021 in Review

JBJ Investment Partners reduced its United Parcel Service (UPS) stake by 37% in Q4 2021, selling an estimated $576K and leaving 4,928 shares worth $1.06M. The position accounts for 0.22% of the portfolio, ranked #25.

JBJ Investment Partners first reported a position in UPS in Q1 2019 and has held it in 9 quarters since. The position peaked at $1.97M in Q3 2020. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

JBJ Investment Partners held 4,928 shares of United Parcel Service worth $1.06M as of Q4 2021.
JBJ Investment Partners sold 2,833 United Parcel Service shares in Q4 2021, an estimated $576K.
United Parcel Service made up 0.22% of JBJ Investment Partners's portfolio in Q4 2021, its #25 holding.
JBJ Investment Partners first reported a position in United Parcel Service in Q1 2019 and has held it in 9 quarters since.
JBJ Investment Partners's United Parcel Service position peaked at $1.97M in Q3 2020.
2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.