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Sandy Cove Advisors’s United Parcel Service UPS Stock Holding History

Sandy Cove Advisors’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
Q2 		– Sell
-25
Closed -$5K – 367
2022
Q1 		$5K Hold
25
– – ﹤0.01% 360
2021
Q4 		$5K Buy
+25
New +$5.08K ﹤0.01% 329

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sandy Cove Advisors's UPS Position: Q2 2022 in Review

Sandy Cove Advisors sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 25 shares — an estimated $5K sold.

Sandy Cove Advisors first reported a position in UPS in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • Sandy Cove Advisors reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
  • Sandy Cove Advisors sold 25 United Parcel Service shares in Q2 2022, an estimated $5K.
  • Sandy Cove Advisors first reported a position in United Parcel Service in Q4 2021 and held it in 2 quarters.
  • Sandy Cove Advisors's United Parcel Service position peaked at $5K in Q1 2022.
  • 2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.