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Pinnacle Private Wealth’s United Parcel Service UPS Stock Holding History

Pinnacle Private Wealth’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 		$738K Buy
4,045
+91
+2% +$16.6K 0.29% 82
2022
Q1 		$848K Buy
3,954
+25
+0.6% +$5.31K 0.26% 88
2021
Q4 		$842K Buy
+3,929
New +$799K 0.26% 90

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Private Wealth's UPS Position: Q2 2022 in Review

Pinnacle Private Wealth increased its United Parcel Service (UPS) stake by 2.3% in Q2 2022, buying an estimated $16.6K and bringing the position to 4,045 shares worth $738K. The position accounts for 0.29% of the portfolio, ranked #82.

Pinnacle Private Wealth first reported a position in UPS in Q4 2021 and has held it in 3 quarters since. The position peaked at $848K in Q1 2022. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • Pinnacle Private Wealth held 4,045 shares of United Parcel Service worth $738K as of Q2 2022.
  • Pinnacle Private Wealth bought 91 United Parcel Service shares in Q2 2022, an estimated $16.6K.
  • United Parcel Service made up 0.29% of Pinnacle Private Wealth's portfolio in Q2 2022, its #82 holding.
  • Pinnacle Private Wealth first reported a position in United Parcel Service in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's United Parcel Service position peaked at $848K in Q1 2022.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.