Joseph P. Lucia & Associates’s United Parcel Service UPS Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-500	Closed	-$91K	–	416
2022 Q2	$91K	Sell	500 -100	-17%	-$18.2K	0.06%	150
2022 Q1	$129K	Buy	+600	New	+$127K	0.08%	139
2021 Q4	–	Sell	-600	Closed	-$109K	–	522
2021 Q3	$109K	Sell	600 -250	-29%	-$49.3K	0.06%	162
2021 Q2	$177K	Hold	850	–	–	0.11%	132
2021 Q1	$144K	Sell	850 -150	-15%	-$24.3K	0.06%	131
2020 Q4	$168K	Buy	+1,000	New	+$169K	0.12%	114
2020 Q3	–	Sell	-1,000	Closed	-$111K	–	424
2020 Q2	$111K	Hold	1,000	–	–	0.1%	124
2020 Q1	$93K	Sell	1,000 -250	-20%	-$25.9K	0.1%	126
2019 Q4	$146K	Hold	1,250	–	–	0.13%	113
2019 Q3	$150K	Sell	1,250 -284	-19%	-$32.5K	0.15%	102
2019 Q2	$158K	Sell	1,534 -112,436	-99%	-$11.7M	0.17%	93
2019 Q1	$1K	Buy	+113,970	New	+$12.1M	0.07%	122

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Joseph P. Lucia & Associates's UPS Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of United Parcel Service (UPS) in Q3 2022, closing a stake of 500 shares — an estimated $91K sold.

Joseph P. Lucia & Associates first reported a position in UPS in Q1 2019 and held it in 12 quarters. The position peaked at $177K in Q2 2021. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining United Parcel Service position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 500 United Parcel Service shares in Q3 2022, an estimated $91K.
Joseph P. Lucia & Associates first reported a position in United Parcel Service in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's United Parcel Service position peaked at $177K in Q2 2021.
2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.