PIG
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Pantheon Investment Group’s United Parcel Service UPS Stock Holding History

Pantheon Investment Group’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
2021
Q4 		$1.51M Buy
7,049
+1,857
+36% +$378K 1.19% 27
2021
Q3 		$954K Buy
+5,192
New +$1.02M 0.82% 45

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

Pantheon Investment Group's UPS Position: Q4 2021 in Review

Pantheon Investment Group increased its United Parcel Service (UPS) stake by 36% in Q4 2021, buying an estimated $378K and bringing the position to 7,049 shares worth $1.51M. The position accounts for 1.19% of the portfolio, ranked #27.

Pantheon Investment Group first reported a position in UPS in Q3 2021 and has held it in 2 quarters since. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

  • Pantheon Investment Group held 7,049 shares of United Parcel Service worth $1.51M as of Q4 2021.
  • Pantheon Investment Group bought 1,857 United Parcel Service shares in Q4 2021, an estimated $378K.
  • United Parcel Service made up 1.19% of Pantheon Investment Group's portfolio in Q4 2021, its #27 holding.
  • Pantheon Investment Group first reported a position in United Parcel Service in Q3 2021 and has held it in 2 quarters since.
  • 2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on Pantheon Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.