Pictet Asset Management (Switzerland)’s United Parcel Service UPS Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$65M	Buy	362,677 +5,928	+2%	+$1.05M	0.08%	256
2023 Q1	$69.2M	Buy	356,749 +5,388	+2%	+$988K	0.09%	242
2022 Q4	$61.1M	Buy	351,361 +7,439	+2%	+$1.29M	0.09%	240
2022 Q3	$55.6M	Sell	343,922 -1,300	-0.4%	-$246K	0.08%	252
2022 Q2	$63M	Sell	345,222 -13,715	-4%	-$2.5M	0.09%	249
2022 Q1	$77M	Buy	358,937 +21,336	+6%	+$4.53M	0.09%	252
2021 Q4	$72.4M	Buy	337,601 +3,515	+1%	+$715K	0.07%	282
2021 Q3	$60.8M	Buy	+334,086	New	+$65.9M	0.07%	301

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s UPS Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its United Parcel Service (UPS) stake by 1.7% in Q2 2023, buying an estimated $1.05M and bringing the position to 362,677 shares worth $65M. The position accounts for 0.08% of the portfolio, ranked #256.

Pictet Asset Management (Switzerland) first reported a position in UPS in Q3 2021 and has held it in 8 quarters since. The position peaked at $77M in Q1 2022. 2,250 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

Pictet Asset Management (Switzerland) held 362,677 shares of United Parcel Service worth $65M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 5,928 United Parcel Service shares in Q2 2023, an estimated $1.05M.
United Parcel Service made up 0.08% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #256 holding.
Pictet Asset Management (Switzerland) first reported a position in United Parcel Service in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s United Parcel Service position peaked at $77M in Q1 2022.
2,250 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.