Rather & Kittrell’s United Parcel Service UPS Stock Holding History

Rather & Kittrell’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 Q1	–	Sell	-9	Closed	-$1K	–	287
2021 Q4	$1K	Buy	+9	New	+$1.83K	﹤0.01%	308

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

Rather & Kittrell's UPS Position: Q1 2022 in Review

Rather & Kittrell sold out of United Parcel Service (UPS) in Q1 2022, closing a stake of 9 shares — an estimated $1K sold.

Rather & Kittrell first reported a position in UPS in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

Rather & Kittrell reported no remaining United Parcel Service position as of Q1 2022 after selling out during the quarter.
Rather & Kittrell sold 9 United Parcel Service shares in Q1 2022, an estimated $1K.
Rather & Kittrell first reported a position in United Parcel Service in Q4 2021 and held it in 1 quarter.
Rather & Kittrell's United Parcel Service position peaked at $1K in Q4 2021.
2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.