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Karn Couzens & Associates’s United Parcel Service UPS Stock Holding History

Karn Couzens & 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
Q1 		$222K Hold
1,036
– – 0.14% 86
2021
Q4 		$222K Buy
+1,036
New +$211K 0.15% 76
2021
Q3 		– Sell
-1,086
Closed -$226K – 75
2021
Q2 		$226K Buy
+1,086
New +$217K 0.18% 68

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Karn Couzens & Associates's UPS Position: Q1 2022 in Review

Karn Couzens & Associates held its United Parcel Service (UPS) position steady in Q1 2022 at 1,036 shares worth $222K. The position accounts for 0.14% of the portfolio, ranked #86.

Karn Couzens & Associates first reported a position in UPS in Q2 2021 and has held it in 3 quarters since. The position peaked at $226K in Q2 2021. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

  • Karn Couzens & Associates held 1,036 shares of United Parcel Service worth $222K as of Q1 2022.
  • Karn Couzens & Associates left its United Parcel Service share count unchanged in Q1 2022.
  • United Parcel Service made up 0.14% of Karn Couzens & Associates's portfolio in Q1 2022, its #86 holding.
  • Karn Couzens & Associates first reported a position in United Parcel Service in Q2 2021 and has held it in 3 quarters since.
  • Karn Couzens & Associates's United Parcel Service position peaked at $226K in Q2 2021.
  • 2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.