Red Cedar Capital’s United Parcel Service UPS Stock Holding History

Red Cedar Capital’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 Q4	$4K	Hold	24	–	–	﹤0.01%	157
2022 Q3	$4K	Hold	24	–	–	﹤0.01%	157
2022 Q2	$4K	Hold	24	–	–	﹤0.01%	144
2022 Q1	$5K	Buy	24 +1	+4%	+$212	﹤0.01%	138
2021 Q4	$5K	Hold	23	–	–	﹤0.01%	130
2021 Q3	$4K	Hold	23	–	–	﹤0.01%	129
2021 Q2	$5K	Sell	23 -85	-79%	-$17K	﹤0.01%	128
2021 Q1	$18K	Hold	108	–	–	0.01%	109
2020 Q4	$18K	Hold	108	–	–	0.01%	104
2020 Q3	$18K	Hold	108	–	–	0.02%	103
2020 Q2	$12K	Hold	108	–	–	0.01%	107
2020 Q1	$10K	Buy	108 +1	+0.9%	+$104	0.01%	107
2019 Q4	$13K	Hold	107	–	–	0.01%	110
2019 Q3	$13K	Hold	107	–	–	0.01%	110
2019 Q2	$11K	Hold	107	–	–	0.01%	116
2019 Q1	$12K	Hold	107	–	–	0.01%	115
2018 Q4	$10K	Buy	107 +1	+0.9%	+$108	0.01%	117
2018 Q3	$12K	Hold	106	–	–	0.01%	118
2018 Q2	$11K	Hold	106	–	–	0.01%	118
2018 Q1	$11K	Hold	106	–	–	0.01%	119
2017 Q4	$13K	Buy	+106	New	+$12.5K	0.01%	116

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Red Cedar Capital's UPS Position: Q4 2022 in Review

Red Cedar Capital held its United Parcel Service (UPS) position steady in Q4 2022 at 24 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Red Cedar Capital first reported a position in UPS in Q4 2017 and has held it in 21 quarters since. The position peaked at $18K in Q1 2021. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

Red Cedar Capital held 24 shares of United Parcel Service worth $4K as of Q4 2022.
Red Cedar Capital left its United Parcel Service share count unchanged in Q4 2022.
United Parcel Service made up ﹤0.01% of Red Cedar Capital's portfolio in Q4 2022, its #157 holding.
Red Cedar Capital first reported a position in United Parcel Service in Q4 2017 and has held it in 21 quarters since.
Red Cedar Capital's United Parcel Service position peaked at $18K in Q1 2021.
2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.