Perpetual Investment Management’s United Parcel Service UPS Stock Holding History

Perpetual Investment 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 Q4	$1.07M	Hold	6,151	–	–	0.13%	101
2022 Q3	$994K	Buy	6,151 +40	+0.7%	+$7.57K	0.15%	106
2022 Q2	$1.12M	Buy	6,111 +1,600	+35%	+$292K	0.16%	112
2022 Q1	$968K	Buy	4,511 +270	+6%	+$57.4K	0.12%	129
2021 Q4	$909K	Buy	4,241 +125	+3%	+$25.4K	0.1%	136
2021 Q3	$749K	Hold	4,116	–	–	0.09%	142
2021 Q2	$856K	Buy	4,116 +500	+14%	+$100K	0.12%	132
2021 Q1	$613K	Hold	3,616	–	–	0.1%	116
2020 Q4	$601K	Buy	+3,616	New	+$610K	0.09%	135

Other funds holding UPS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Perpetual Investment Management's UPS Position: Q4 2022 in Review

Perpetual Investment Management held its United Parcel Service (UPS) position steady in Q4 2022 at 6,151 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #101.

Perpetual Investment Management first reported a position in UPS in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.12M in Q2 2022. 2,230 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

Perpetual Investment Management held 6,151 shares of United Parcel Service worth $1.07M as of Q4 2022.
Perpetual Investment Management left its United Parcel Service share count unchanged in Q4 2022.
United Parcel Service made up 0.13% of Perpetual Investment Management's portfolio in Q4 2022, its #101 holding.
Perpetual Investment Management first reported a position in United Parcel Service in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's United Parcel Service position peaked at $1.12M in Q2 2022.
2,230 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.