PFA
UPS icon

Pinnacle Family Advisors’s United Parcel Service UPS Stock Holding History

Pinnacle Family Advisors’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
-1,714
Closed -$368K – 119
2022
Q1 		$368K Buy
1,714
+7
+0.4% +$1.49K 0.2% 82
2021
Q4 		$366K Sell
1,707
-11
-0.6% -$2.24K 0.17% 76
2021
Q3 		$313K Hold
1,718
– – 0.14% 98
2021
Q2 		$357K Buy
1,718
+16
+0.9% +$3.2K 0.16% 89
2021
Q1 		$289K Sell
1,702
-418
-20% -$67.6K 0.15% 94
2020
Q4 		$357K Buy
2,120
+226
+12% +$38.1K 0.22% 80
2020
Q3 		$316K Buy
1,894
+7
+0.4% +$1.02K 0.21% 49
2020
Q2 		$210K Sell
1,887
-4,271
-69% -$426K 0.18% 72
2020
Q1 		$602K Buy
+6,158
New +$638K 0.72% 31

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
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

Pinnacle Family Advisors's UPS Position: Q2 2022 in Review

Pinnacle Family Advisors sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 1,714 shares — an estimated $368K sold.

Pinnacle Family Advisors first reported a position in UPS in Q1 2020 and held it in 9 quarters. The position peaked at $602K in Q1 2020. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • Pinnacle Family Advisors reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Family Advisors sold 1,714 United Parcel Service shares in Q2 2022, an estimated $368K.
  • Pinnacle Family Advisors first reported a position in United Parcel Service in Q1 2020 and held it in 9 quarters.
  • Pinnacle Family Advisors's United Parcel Service position peaked at $602K in Q1 2020.
  • 2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Pinnacle Family Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.