RPG Investment Advisory’s United Parcel Service UPS Stock Holding History

RPG Investment Advisory’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	–	Sell	-175	Closed	-$32K	–	309
2021 Q3	$32K	Hold	175	–	–	0.01%	149
2021 Q2	$36K	Hold	175	–	–	0.01%	144
2021 Q1	$30K	Hold	175	–	–	0.01%	147
2020 Q4	$29K	Hold	175	–	–	0.01%	141
2020 Q3	$29K	Hold	175	–	–	0.01%	124
2020 Q2	$19K	Buy	175 +105	+150%	+$10.5K	0.01%	147
2020 Q1	$7K	Hold	70	–	–	﹤0.01%	190
2019 Q4	$8K	Sell	70 -194	-73%	-$23K	﹤0.01%	195
2019 Q3	$32K	Hold	264	–	–	0.01%	117
2019 Q2	$27K	Hold	264	–	–	0.01%	129
2019 Q1	$29K	Buy	264 +194	+277%	+$20.6K	0.01%	136
2018 Q4	$7K	Hold	70	–	–	﹤0.01%	211
2018 Q3	$8K	Hold	70	–	–	﹤0.01%	230
2018 Q2	$7K	Hold	70	–	–	﹤0.01%	243
2018 Q1	$7K	Hold	70	–	–	﹤0.01%	307
2017 Q4	$8K	Hold	70	–	–	﹤0.01%	302
2017 Q3	$8K	Hold	70	–	–	﹤0.01%	261
2017 Q2	$8K	Buy	+70	New	+$7.48K	﹤0.01%	226

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

RPG Investment Advisory's UPS Position: Q4 2021 in Review

RPG Investment Advisory sold out of United Parcel Service (UPS) in Q4 2021, closing a stake of 175 shares — an estimated $32K sold.

RPG Investment Advisory first reported a position in UPS in Q2 2017 and held it in 18 quarters. The position peaked at $36K in Q2 2021. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

RPG Investment Advisory reported no remaining United Parcel Service position as of Q4 2021 after selling out during the quarter.
RPG Investment Advisory sold 175 United Parcel Service shares in Q4 2021, an estimated $32K.
RPG Investment Advisory first reported a position in United Parcel Service in Q2 2017 and held it in 18 quarters.
RPG Investment Advisory's United Parcel Service position peaked at $36K in Q2 2021.
2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on RPG Investment Advisory's 13F filing for Q4 2021, filed 28 Jan 2022.