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L & S Advisors’s United Parcel Service UPS Stock Holding History

L & S Advisors’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 		– Sell
-14,313
Closed -$3.07M – 331
2021
Q4 		$3.07M Buy
+14,313
New +$2.91M 0.33% 88
2021
Q3 		– Sell
-20,249
Closed -$4.21M – 383
2021
Q2 		$4.21M Sell
20,249
-19,078
-49% -$3.82M 0.45% 68
2021
Q1 		$6.68M Buy
39,327
+12,763
+48% +$2.06M 0.76% 29
2020
Q4 		$4.47M Sell
26,564
-8,548
-24% -$1.44M 0.52% 61
2020
Q3 		$5.85M Sell
35,112
-83
-0.2% -$12.1K 0.8% 28
2020
Q2 		$3.91M Buy
+35,195
New +$3.51M 0.58% 54
2018
Q4 		– Sell
-18,811
Closed -$2.2M – 334
2018
Q3 		$2.2M Buy
18,811
+9,919
+112% +$1.17M 0.28% 86
2018
Q2 		$945K Buy
+8,892
New +$999K 0.16% 136
2016
Q3 		– Sell
-2,050
Closed -$221K – 147
2016
Q2 		$221K Hold
2,050
– – 0.05% 114
2016
Q1 		$216K Sell
2,050
-74,294
-97% -$7.22M 0.05% 72
2015
Q4 		$7.35M Buy
76,344
+43,221
+130% +$4.42M 1.84% 16
2015
Q3 		$3.27M Buy
+33,123
New +$3.27M 0.95% 42
2015
Q1 		– Sell
-75,211
Closed -$8.36M – 110
2014
Q4 		$8.36M Buy
+75,211
New +$7.94M 2.62% 4
2014
Q1 		– Sell
-5,572
Closed -$586K – 105
2013
Q4 		$586K Buy
+5,572
New +$549K 0.21% 61

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

L & S Advisors's UPS Position: Q1 2022 in Review

L & S Advisors sold out of United Parcel Service (UPS) in Q1 2022, closing a stake of 14,313 shares — an estimated $3.07M sold.

L & S Advisors first reported a position in UPS in Q4 2013 and held it in 14 quarters. The position peaked at $8.36M in Q4 2014. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

  • L & S Advisors reported no remaining United Parcel Service position as of Q1 2022 after selling out during the quarter.
  • L & S Advisors sold 14,313 United Parcel Service shares in Q1 2022, an estimated $3.07M.
  • L & S Advisors first reported a position in United Parcel Service in Q4 2013 and held it in 14 quarters.
  • L & S Advisors's United Parcel Service position peaked at $8.36M in Q4 2014.
  • 2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on L & S Advisors's 13F filing for Q1 2022, filed 11 May 2022.