Schroders’s United Parcel Service UPS Stock Holding History

Schroders’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 Q3	–	Sell	-1,895	Closed	-$346K	–	74
2022 Q2	$346K	Sell	1,895 -1,085	-36%	-$198K	0.1%	32
2022 Q1	$640K	Buy	+2,980	New	+$633K	0.14%	36

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Schroders's UPS Position: Q3 2022 in Review

Schroders sold out of United Parcel Service (UPS) in Q3 2022, closing a stake of 1,895 shares — an estimated $346K sold.

Schroders first reported a position in UPS in Q1 2022 and held it in 2 quarters. The position peaked at $640K in Q1 2022. 2,127 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

Schroders reported no remaining United Parcel Service position as of Q3 2022 after selling out during the quarter.
Schroders sold 1,895 United Parcel Service shares in Q3 2022, an estimated $346K.
Schroders first reported a position in United Parcel Service in Q1 2022 and held it in 2 quarters.
Schroders's United Parcel Service position peaked at $640K in Q1 2022.
2,127 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Schroders's 13F filing for Q3 2022, filed 24 Oct 2022.