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Lebenthal Global Advisors’s United Parcel Service UPS Stock Holding History

Lebenthal Global 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
-4,032
Closed -$864K – 174
2021
Q4 		$864K Buy
+4,032
New +$820K 0.35% 35
2021
Q1 		– Sell
-215
Closed -$36K – 518
2020
Q4 		$36K Buy
+215
New +$36.3K 0.03% 301

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

Lebenthal Global Advisors's UPS Position: Q1 2022 in Review

Lebenthal Global Advisors sold out of United Parcel Service (UPS) in Q1 2022, closing a stake of 4,032 shares — an estimated $864K sold.

Lebenthal Global Advisors first reported a position in UPS in Q4 2020 and held it in 2 quarters. The position peaked at $864K in Q4 2021. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

  • Lebenthal Global Advisors reported no remaining United Parcel Service position as of Q1 2022 after selling out during the quarter.
  • Lebenthal Global Advisors sold 4,032 United Parcel Service shares in Q1 2022, an estimated $864K.
  • Lebenthal Global Advisors first reported a position in United Parcel Service in Q4 2020 and held it in 2 quarters.
  • Lebenthal Global Advisors's United Parcel Service position peaked at $864K in Q4 2021.
  • 2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Lebenthal Global Advisors's 13F filing for Q1 2022, filed 10 May 2022.