KPW
UPS icon

Kore Private Wealth’s United Parcel Service UPS Stock Holding History

Kore Private Wealth’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 		$501K Buy
3,101
+4
+0.1% +$757 0.09% 136
2022
Q2 		$565K Sell
3,097
-129
-4% -$23.5K 0.09% 148
2022
Q1 		$692K Buy
3,226
+130
+4% +$27.6K 0.09% 145
2021
Q4 		$664K Buy
3,096
+35
+1% +$7.12K 0.08% 140
2021
Q3 		$557K Buy
3,061
+59
+2% +$11.6K 0.06% 226
2021
Q2 		$624K Buy
3,002
+6
+0.2% +$1.2K 0.07% 191
2021
Q1 		$509K Sell
2,996
-192
-6% -$31.1K 0.07% 190
2020
Q4 		$537K Buy
3,188
+144
+5% +$24.3K 0.08% 155
2020
Q3 		$507K Sell
3,044
-274
-8% -$39.9K 0.1% 136
2020
Q2 		$368K Sell
3,318
-1,818
-35% -$181K 0.08% 157
2020
Q1 		$480K Hold
5,136
– – 0.11% 117
2019
Q4 		$601K Buy
5,136
+26
+0.5% +$3.08K 0.11% 124
2019
Q3 		$591K Sell
5,110
-42
-0.8% -$4.8K 0.13% 118
2019
Q2 		$532K Buy
5,152
+42
+0.8% +$4.37K 0.12% 125
2019
Q1 		$571K Buy
5,110
+200
+4% +$21.2K 0.13% 115
2018
Q4 		$479K Buy
+4,910
New +$532K 0.13% 126

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kore Private Wealth's UPS Position: Q3 2022 in Review

Kore Private Wealth increased its United Parcel Service (UPS) stake by 0.13% in Q3 2022, buying an estimated $757 and bringing the position to 3,101 shares worth $501K. The position accounts for 0.09% of the portfolio, ranked #136.

Kore Private Wealth first reported a position in UPS in Q4 2018 and has held it in 16 quarters since. The position peaked at $692K in Q1 2022. 2,125 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • Kore Private Wealth held 3,101 shares of United Parcel Service worth $501K as of Q3 2022.
  • Kore Private Wealth bought 4 United Parcel Service shares in Q3 2022, an estimated $757.
  • United Parcel Service made up 0.09% of Kore Private Wealth's portfolio in Q3 2022, its #136 holding.
  • Kore Private Wealth first reported a position in United Parcel Service in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's United Parcel Service position peaked at $692K in Q1 2022.
  • 2,125 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.