McCarthy Asset Management’s United Parcel Service UPS Stock Holding History

McCarthy Asset Management’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 Q2	–	Sell	-210	Closed	-$45K	–	270
2022 Q1	$45K	Hold	210	–	–	0.03%	87
2021 Q4	$45K	Hold	210	–	–	0.03%	89
2021 Q3	$38K	Hold	210	–	–	0.03%	98
2021 Q2	$44K	Hold	210	–	–	0.03%	100
2021 Q1	$36K	Hold	210	–	–	0.03%	109
2020 Q4	$35K	Buy	+210	New	+$35.4K	0.03%	105

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McCarthy Asset Management's UPS Position: Q2 2022 in Review

McCarthy Asset Management sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 210 shares — an estimated $45K sold.

McCarthy Asset Management first reported a position in UPS in Q4 2020 and held it in 6 quarters. The position peaked at $45K in Q1 2022. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

McCarthy Asset Management reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 210 United Parcel Service shares in Q2 2022, an estimated $45K.
McCarthy Asset Management first reported a position in United Parcel Service in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's United Parcel Service position peaked at $45K in Q1 2022.
2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.