Jupiter Asset Management’s United Parcel Service UPS Stock Holding History

Jupiter Asset Management’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	-4,792	Closed	-$1.03M	–	645
2022 Q1	$1.03M	Sell	4,792 -162,309	-97%	-$34.5M	0.01%	410
2021 Q4	$35.7M	Sell	167,101 -122,152	-42%	-$24.8M	0.39%	80
2021 Q3	$52.6M	Buy	289,253 +233,874	+422%	+$46.2M	0.6%	38
2021 Q2	$11.5M	Buy	+55,379	New	+$11.1M	0.12%	192
2021 Q1	–	Sell	-2,397	Closed	-$403K	–	664
2020 Q4	$403K	Sell	2,397 -249	-9%	-$42K	﹤0.01%	526
2020 Q3	$441K	Buy	+2,646	New	+$385K	﹤0.01%	515

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

Jupiter Asset Management's UPS Position: Q2 2022 in Review

Jupiter Asset Management sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 4,792 shares — an estimated $1.03M sold.

Jupiter Asset Management first reported a position in UPS in Q3 2020 and held it in 6 quarters. The position peaked at $52.6M in Q3 2021. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

Jupiter Asset Management reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
Jupiter Asset Management sold 4,792 United Parcel Service shares in Q2 2022, an estimated $1.03M.
Jupiter Asset Management first reported a position in United Parcel Service in Q3 2020 and held it in 6 quarters.
Jupiter Asset Management's United Parcel Service position peaked at $52.6M in Q3 2021.
2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Jupiter Asset Management's 13F filing for Q2 2022, filed 10 Aug 2022.