KIG
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Kowal Investment Group’s United Parcel Service UPS Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-718
Closed -$131K – 889
2021
Q3 		$131K Buy
+718
New +$142K 0.04% 130

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

Kowal Investment Group's UPS Position: Q4 2021 in Review

Kowal Investment Group sold out of United Parcel Service (UPS) in Q4 2021, closing a stake of 718 shares — an estimated $131K sold.

Kowal Investment Group first reported a position in UPS in Q3 2021 and held it in 1 quarter. The position peaked at $131K in Q3 2021. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

  • Kowal Investment Group reported no remaining United Parcel Service position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 718 United Parcel Service shares in Q4 2021, an estimated $131K.
  • Kowal Investment Group first reported a position in United Parcel Service in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's United Parcel Service position peaked at $131K in Q3 2021.
  • 2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.