Quest Capital Management’s United Parcel Service UPS Stock Holding History

Quest Capital 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
2021 Q4	$690K	Buy	3,219 +25	+0.8%	+$5.08K	0.12%	119
2021 Q3	$582K	Buy	3,194 +45	+1%	+$8.88K	0.11%	122
2021 Q2	$655K	Sell	3,149 -167	-5%	-$33.4K	0.13%	107
2021 Q1	$564K	Sell	3,316 -737	-18%	-$119K	0.12%	106
2020 Q4	$683K	Sell	4,053 -1,709	-30%	-$288K	0.16%	82
2020 Q3	$960K	Sell	5,762 -2,684	-32%	-$391K	0.27%	60
2020 Q2	$939K	Buy	8,446 +109	+1%	+$10.9K	0.28%	54
2020 Q1	$779K	Buy	8,337 +594	+8%	+$61.5K	0.27%	61
2019 Q4	$906K	Buy	7,743 +79	+1%	+$9.35K	0.22%	68
2019 Q3	$918K	Buy	7,664 +1,908	+33%	+$218K	0.23%	63
2019 Q2	$594K	Sell	5,756 -237	-4%	-$24.6K	0.15%	83
2019 Q1	$668K	Buy	+5,993	New	+$636K	0.17%	81

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Quest Capital Management's UPS Position: Q4 2021 in Review

Quest Capital Management increased its United Parcel Service (UPS) stake by 0.78% in Q4 2021, buying an estimated $5.08K and bringing the position to 3,219 shares worth $690K. The position accounts for 0.12% of the portfolio, ranked #119.

Quest Capital Management first reported a position in UPS in Q1 2019 and has held it in 12 quarters since. The position peaked at $960K in Q3 2020. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

Quest Capital Management held 3,219 shares of United Parcel Service worth $690K as of Q4 2021.
Quest Capital Management bought 25 United Parcel Service shares in Q4 2021, an estimated $5.08K.
United Parcel Service made up 0.12% of Quest Capital Management's portfolio in Q4 2021, its #119 holding.
Quest Capital Management first reported a position in United Parcel Service in Q1 2019 and has held it in 12 quarters since.
Quest Capital Management's United Parcel Service position peaked at $960K in Q3 2020.
2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.