MIAN
UPS icon

Mariner Independent Advisor Network’s United Parcel Service UPS Stock Holding History

Mariner Independent Advisor Network’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 		$3.19M Sell
19,756
-312
-2% -$59.1K 0.14% 165
2022
Q2 		$3.72M Buy
20,068
+179
+0.9% +$32.6K 0.16% 150
2022
Q1 		$4.14M Buy
19,889
+2,630
+15% +$559K 0.16% 147
2021
Q4 		$3.69M Sell
17,259
-1,229
-7% -$250K 0.17% 137
2021
Q3 		$3.38M Sell
18,488
-3,208
-15% -$633K 0.17% 152
2021
Q2 		$4.51M Sell
21,696
-33
-0.2% -$6.6K 0.2% 124
2021
Q1 		$3.69M Buy
21,729
+1,061
+5% +$172K 0.19% 125
2020
Q4 		$3.48M Buy
20,668
+509
+3% +$85.9K 0.19% 135
2020
Q3 		$3.36M Sell
20,159
-796
-4% -$116K 0.28% 90
2020
Q2 		$2.41M Sell
20,955
-80
-0.4% -$7.99K 0.22% 116
2020
Q1 		$1.91M Buy
21,035
+1,856
+10% +$192K 0.17% 135
2019
Q4 		$2.25M Buy
19,179
+433
+2% +$51.3K 0.16% 139
2019
Q3 		$2.18M Buy
18,746
+1,404
+8% +$161K 0.17% 137
2019
Q2 		$1.78M Sell
17,342
-954
-5% -$99.2K 0.13% 163
2019
Q1 		$2.08M Sell
18,296
-221
-1% -$23.4K 0.18% 134
2018
Q4 		$1.81M Buy
18,517
+2,074
+13% +$225K 0.16% 144
2018
Q3 		$1.92M Buy
+16,443
New +$1.94M 0.24% 92

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

Mariner Independent Advisor Network's UPS Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its United Parcel Service (UPS) stake by 1.6% in Q3 2022, selling an estimated $59.1K and leaving 19,756 shares worth $3.19M. The position accounts for 0.14% of the portfolio, ranked #165.

Mariner Independent Advisor Network first reported a position in UPS in Q3 2018 and has held it in 17 quarters since. The position peaked at $4.51M in Q2 2021. 2,125 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • Mariner Independent Advisor Network held 19,756 shares of United Parcel Service worth $3.19M as of Q3 2022.
  • Mariner Independent Advisor Network sold 312 United Parcel Service shares in Q3 2022, an estimated $59.1K.
  • United Parcel Service made up 0.14% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #165 holding.
  • Mariner Independent Advisor Network first reported a position in United Parcel Service in Q3 2018 and has held it in 17 quarters since.
  • Mariner Independent Advisor Network's United Parcel Service position peaked at $4.51M in Q2 2021.
  • 2,125 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.