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Private Capital Management (Florida)’s United Parcel Service UPS Stock Holding History

Private Capital Management (Florida)’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
Q1 		– Sell
-1,479
Closed -$257K – 147
2022
Q4 		$257K Buy
1,479
+2
+0.1% +$346 0.03% 103
2022
Q3 		$239K Buy
+1,477
New +$280K 0.03% 128

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 $3.38T AUM 44.17% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Capital Management (Florida)'s UPS Position: Q1 2023 in Review

Private Capital Management (Florida) sold out of United Parcel Service (UPS) in Q1 2023, closing a stake of 1,479 shares — an estimated $257K sold.

Private Capital Management (Florida) first reported a position in UPS in Q3 2022 and held it in 2 quarters. The position peaked at $257K in Q4 2022. 2,261 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

  • Private Capital Management (Florida) reported no remaining United Parcel Service position as of Q1 2023 after selling out during the quarter.
  • Private Capital Management (Florida) sold 1,479 United Parcel Service shares in Q1 2023, an estimated $257K.
  • Private Capital Management (Florida) first reported a position in United Parcel Service in Q3 2022 and held it in 2 quarters.
  • Private Capital Management (Florida)'s United Parcel Service position peaked at $257K in Q4 2022.
  • 2,261 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2023, filed 15 May 2023.