JG
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Jefferies Group’s United Parcel Service UPS Stock Holding History

Jefferies Group’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
2020
Q3 		– Sell
-20,400
Closed -$2.27K – 1555
2020
Q2 		$2.27K Sell
20,400
-27,100
-57% -$2.71M 0.03% 506
2020
Q1 		$4.44M Buy
47,500
+34,300
+260% +$3.55M 0.05% 364
2019
Q4 		$1.54M Sell
13,200
-37,900
-74% -$4.49M 0.01% 1196
2019
Q3 		$6.12M Buy
51,100
+11,400
+29% +$1.3M 0.05% 413
2019
Q2 		$4.1M Sell
39,700
-22,200
-36% -$2.31M 0.03% 563
2019
Q1 		$6.92M Buy
61,900
+53,900
+674% +$5.72M 0.06% 317
2018
Q4 		$780K Sell
8,000
-96,200
-92% -$10.4M 0.01% 1277
2018
Q3 		$12.2M Buy
104,200
+54,600
+110% +$6.43M 0.08% 215
2018
Q2 		$5.27M Sell
49,600
-91,600
-65% -$10.3M 0.03% 491
2018
Q1 		$14.8M Buy
141,200
+89,100
+171% +$10.3M 0.08% 166
2017
Q4 		$6.21M Sell
52,100
-78,400
-60% -$9.21M 0.03% 484
2017
Q3 		$15.7M Buy
130,500
+46,300
+55% +$5.26M 0.1% 176
2017
Q2 		$9.31M Sell
84,200
-96,400
-53% -$10.3M 0.06% 295
2017
Q1 		$19.4M Buy
180,600
+29,800
+20% +$3.26M 0.14% 116
2016
Q4 		$17.3M Buy
150,800
+47,200
+46% +$5.32M 0.1% 197
2016
Q3 		$11.3M Sell
103,600
-21,600
-17% -$2.36M 0.06% 273
2016
Q2 		$13.5M Buy
125,200
+28,100
+29% +$2.92M 0.06% 209
2016
Q1 		$10.2M Buy
97,100
+60,200
+163% +$5.85M 0.06% 258
2015
Q4 		$3.55M Sell
36,900
-18,000
-33% -$1.84M 0.02% 604
2015
Q3 		$5.42M Sell
54,900
-20,400
-27% -$2.01M 0.03% 452
2015
Q2 		$7.3M Buy
75,300
+71,300
+1,783% +$7.08M 0.04% 387
2015
Q1 		$388K Sell
4,000
-977,500
-100% -$100M ﹤0.01% 1483
2014
Q4 		$109M Buy
981,500
+610,000
+164% +$64.4M 0.64% 22
2014
Q3 		$36.5M Hold
371,500
– – 0.25% 73
2014
Q2 		$38.1M Sell
371,500
-189,500
-34% -$19M 0.32% 63
2014
Q1 		$54.6M Sell
561,000
-12,400
-2% -$1.21M 0.53% 30
2013
Q4 		$60.3M Buy
573,400
+393,300
+218% +$38.7M 0.38% 29
2013
Q3 		$16.5M Sell
180,100
-38,500
-18% -$3.38M 0.16% 95
2013
Q2 		$18.9M Buy
+218,600
New +$18.8M 0.2% 73

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Jefferies Group's UPS Position: Q3 2022 in Review

Jefferies Group reduced its United Parcel Service (UPS) stake by 85% in Q3 2022, selling an estimated $4.91M and leaving 4,600 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #899.

Jefferies Group first reported a position in UPS in Q2 2013 and has held it in 34 quarters since. The position peaked at $13.3M in Q1 2018. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • Jefferies Group held 4,600 shares of United Parcel Service worth $743K as of Q3 2022.
  • Jefferies Group sold 25,919 United Parcel Service shares in Q3 2022, an estimated $4.91M.
  • United Parcel Service made up 0.01% of Jefferies Group's portfolio in Q3 2022, its #899 holding.
  • Jefferies Group first reported a position in United Parcel Service in Q2 2013 and has held it in 34 quarters since.
  • Jefferies Group's United Parcel Service position peaked at $13.3M in Q1 2018.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.