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Sierra Capital’s United Parcel Service UPS Stock Holding History

Sierra 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
Q3 		– Sell
-542
Closed -$99K – 718
2022
Q2 		$99K Sell
542
-6
-1% -$1.09K 0.02% 271
2022
Q1 		$118K Sell
548
-31
-5% -$6.59K 0.02% 266
2021
Q4 		$124K Buy
579
+37
+7% +$7.53K 0.02% 280
2021
Q3 		$99K Hold
542
– – 0.02% 271
2021
Q2 		$113K Hold
542
– – 0.02% 237
2021
Q1 		$92K Buy
+542
New +$87.7K 0.02% 245

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Sierra Capital's UPS Position: Q3 2022 in Review

Sierra Capital sold out of United Parcel Service (UPS) in Q3 2022, closing a stake of 542 shares — an estimated $99K sold.

Sierra Capital first reported a position in UPS in Q1 2021 and held it in 6 quarters. The position peaked at $124K in Q4 2021. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • Sierra Capital reported no remaining United Parcel Service position as of Q3 2022 after selling out during the quarter.
  • Sierra Capital sold 542 United Parcel Service shares in Q3 2022, an estimated $99K.
  • Sierra Capital first reported a position in United Parcel Service in Q1 2021 and held it in 6 quarters.
  • Sierra Capital's United Parcel Service position peaked at $124K in Q4 2021.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Sierra Capital's 13F filing for Q3 2022, filed 4 Nov 2022.