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Kalos Management’s United Parcel Service UPS Stock Holding History

Kalos 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
2023
Q2 		– Sell
-48
Closed -$9.31K – 360
2023
Q1 		$9.31K Buy
+48
New +$8.8K 0.02% 215
2020
Q4 		– Sell
-1,833
Closed -$306K – 262
2020
Q3 		$306K Buy
+1,833
New +$267K 0.14% 168
2015
Q4 		– Hold
0
– – – 326

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kalos Management's UPS Position: Q2 2023 in Review

Kalos Management sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 48 shares — an estimated $9.31K sold.

Kalos Management first reported a position in UPS in Q3 2020 and held it in 2 quarters. The position peaked at $306K in Q3 2020. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • Kalos Management reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 48 United Parcel Service shares in Q2 2023, an estimated $9.31K.
  • Kalos Management first reported a position in United Parcel Service in Q3 2020 and held it in 2 quarters.
  • Kalos Management's United Parcel Service position peaked at $306K in Q3 2020.
  • 2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.