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Okabena Investment Services’s United Parcel Service UPS Stock Holding History

Okabena Investment Services’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
-212
Closed -$45K – 197
2022
Q1 		$45K Hold
212
– – 0.02% 146
2021
Q4 		$45K Buy
+212
New +$43.1K 0.02% 158

Other funds holding UPS

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Okabena Investment Services's UPS Position: Q2 2022 in Review

Okabena Investment Services sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 212 shares — an estimated $45K sold.

Okabena Investment Services first reported a position in UPS in Q4 2021 and held it in 2 quarters. The position peaked at $45K in Q1 2022. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • Okabena Investment Services reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
  • Okabena Investment Services sold 212 United Parcel Service shares in Q2 2022, an estimated $45K.
  • Okabena Investment Services first reported a position in United Parcel Service in Q4 2021 and held it in 2 quarters.
  • Okabena Investment Services'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 Okabena Investment Services's 13F filing for Q2 2022, filed 11 Aug 2022.