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Legacy Capital Partners’s United Parcel Service UPS Stock Holding History

Legacy Capital Partners’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 		$225K Hold
1,050
– – 0.07% 131
2021
Q4 		$225K Buy
+1,050
New +$214K 0.07% 135
2021
Q3 		– Sell
-1,661
Closed -$345K – 145
2021
Q2 		$345K Buy
+1,661
New +$332K 0.12% 120

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

Legacy Capital Partners's UPS Position: Q1 2022 in Review

Legacy Capital Partners held its United Parcel Service (UPS) position steady in Q1 2022 at 1,050 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #131.

Legacy Capital Partners first reported a position in UPS in Q2 2021 and has held it in 3 quarters since. The position peaked at $345K in Q2 2021. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

  • Legacy Capital Partners held 1,050 shares of United Parcel Service worth $225K as of Q1 2022.
  • Legacy Capital Partners left its United Parcel Service share count unchanged in Q1 2022.
  • United Parcel Service made up 0.07% of Legacy Capital Partners's portfolio in Q1 2022, its #131 holding.
  • Legacy Capital Partners first reported a position in United Parcel Service in Q2 2021 and has held it in 3 quarters since.
  • Legacy Capital Partners's United Parcel Service position peaked at $345K in Q2 2021.
  • 2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.