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Shepherd Kaplan Krochuk’s United Parcel Service UPS Stock Holding History

Shepherd Kaplan Krochuk’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
-7,876
Closed -$1.69M – 209
2021
Q4 		$1.69M Sell
7,876
-120
-2% -$24.4K 0.61% 36
2021
Q3 		$1.46M Sell
7,996
-60
-0.7% -$11.8K 0.53% 35
2021
Q2 		$1.68M Sell
8,056
-1,842
-19% -$369K 0.6% 33
2021
Q1 		$1.68M Buy
9,898
+1,592
+19% +$258K 0.65% 29
2020
Q4 		$1.4M Buy
8,306
+1,270
+18% +$214K 0.52% 32
2020
Q3 		$1.17M Sell
7,036
-3,501
-33% -$510K 0.49% 29
2020
Q2 		$1.17M Buy
+10,537
New +$1.05M 0.52% 29

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Shepherd Kaplan Krochuk's UPS Position: Q1 2022 in Review

Shepherd Kaplan Krochuk sold out of United Parcel Service (UPS) in Q1 2022, closing a stake of 7,876 shares — an estimated $1.69M sold.

Shepherd Kaplan Krochuk first reported a position in UPS in Q2 2020 and held it in 7 quarters. The position peaked at $1.69M in Q4 2021. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

  • Shepherd Kaplan Krochuk reported no remaining United Parcel Service position as of Q1 2022 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 7,876 United Parcel Service shares in Q1 2022, an estimated $1.69M.
  • Shepherd Kaplan Krochuk first reported a position in United Parcel Service in Q2 2020 and held it in 7 quarters.
  • Shepherd Kaplan Krochuk's United Parcel Service position peaked at $1.69M in Q4 2021.
  • 2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2022, filed 6 May 2022.