Kings Point Capital Management’s United Parcel Service UPS Stock Holding History

Kings Point Capital 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 Q1	$368K	Sell	1,714 -225	-12%	-$47.8K	0.03%	148
2021 Q4	$416K	Buy	1,939 +138	+8%	+$28.1K	0.03%	163
2021 Q3	$328K	Hold	1,801	–	–	0.03%	165
2021 Q2	$375K	Hold	1,801	–	–	0.03%	157
2021 Q1	$306K	Sell	1,801 -350	-16%	-$56.6K	0.03%	159
2020 Q4	$362K	Buy	2,151 +66	+3%	+$11.1K	0.04%	139
2020 Q3	$347K	Buy	2,085 +735	+54%	+$107K	0.04%	139
2020 Q2	$150K	Hold	1,350	–	–	0.02%	181
2020 Q1	$126K	Sell	1,350 -200	-13%	-$20.7K	0.02%	191
2019 Q4	$181K	Hold	1,550	–	–	0.03%	183
2019 Q3	$186K	Hold	1,550	–	–	0.03%	169
2019 Q2	$160K	Hold	1,550	–	–	0.03%	152
2019 Q1	$173K	Buy	1,550 +1,200	+343%	+$127K	0.03%	139
2018 Q4	$34K	Hold	350	–	–	0.01%	260
2018 Q3	$41K	Hold	350	–	–	0.01%	263
2018 Q2	$37K	Hold	350	–	–	0.01%	265
2018 Q1	$37K	Hold	350	–	–	0.01%	269
2017 Q4	$42K	Hold	350	–	–	0.01%	246
2017 Q3	$42K	Hold	350	–	–	0.01%	236
2017 Q2	$39K	Hold	350	–	–	0.01%	233
2017 Q1	$38K	Hold	350	–	–	0.01%	241
2016 Q4	$40K	Hold	350	–	–	0.01%	212
2016 Q3	$38K	Hold	350	–	–	0.01%	209
2016 Q2	$38K	Hold	350	–	–	0.01%	210
2016 Q1	$37K	Hold	350	–	–	0.01%	205
2015 Q4	$34K	Hold	350	–	–	0.01%	249
2015 Q3	$35K	Hold	350	–	–	0.01%	256
2015 Q2	$34K	Hold	350	–	–	0.01%	252
2015 Q1	$34K	Hold	350	–	–	0.01%	256
2014 Q4	$39K	Hold	350	–	–	0.01%	230
2014 Q3	$34K	Hold	350	–	–	0.01%	218
2014 Q2	$36K	Hold	350	–	–	0.01%	209
2014 Q1	$34K	Buy	+350	New	+$34.1K	0.01%	202

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Kings Point Capital Management's UPS Position: Q1 2022 in Review

Kings Point Capital Management reduced its United Parcel Service (UPS) stake by 12% in Q1 2022, selling an estimated $47.8K and leaving 1,714 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #148.

Kings Point Capital Management first reported a position in UPS in Q1 2014 and has held it in 33 quarters since. The position peaked at $416K in Q4 2021. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

Kings Point Capital Management held 1,714 shares of United Parcel Service worth $368K as of Q1 2022.
Kings Point Capital Management sold 225 United Parcel Service shares in Q1 2022, an estimated $47.8K.
United Parcel Service made up 0.03% of Kings Point Capital Management's portfolio in Q1 2022, its #148 holding.
Kings Point Capital Management first reported a position in United Parcel Service in Q1 2014 and has held it in 33 quarters since.
Kings Point Capital Management's United Parcel Service position peaked at $416K in Q4 2021.
2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.