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Meristem Family Wealth’s United Parcel Service UPS Stock Holding History

Meristem Family Wealth’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 		$586K Sell
2,733
-292
-10% -$62K 0.06% 171
2021
Q4 		$648K Hold
3,025
– – 0.06% 186
2021
Q3 		$551K Buy
3,025
+1,692
+127% +$334K 0.05% 211
2021
Q2 		$277K Buy
1,333
+46
+4% +$9.2K 0.04% 266
2021
Q1 		$219K Hold
1,287
– – 0.04% 221
2020
Q4 		$217K Buy
1,287
+61
+5% +$10.3K 0.05% 204
2020
Q3 		$204K Buy
+1,226
New +$178K 0.05% 187

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Meristem Family Wealth's UPS Position: Q1 2022 in Review

Meristem Family Wealth reduced its United Parcel Service (UPS) stake by 9.7% in Q1 2022, selling an estimated $62K and leaving 2,733 shares worth $586K. The position accounts for 0.06% of the portfolio, ranked #171.

Meristem Family Wealth first reported a position in UPS in Q3 2020 and has held it in 7 quarters since. The position peaked at $648K in Q4 2021. 2,236 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

  • Meristem Family Wealth held 2,733 shares of United Parcel Service worth $586K as of Q1 2022.
  • Meristem Family Wealth sold 292 United Parcel Service shares in Q1 2022, an estimated $62K.
  • United Parcel Service made up 0.06% of Meristem Family Wealth's portfolio in Q1 2022, its #171 holding.
  • Meristem Family Wealth first reported a position in United Parcel Service in Q3 2020 and has held it in 7 quarters since.
  • Meristem Family Wealth's United Parcel Service position peaked at $648K in Q4 2021.
  • 2,236 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.