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Sovarnum Capital’s United Parcel Service UPS Stock Holding History

Sovarnum 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
2021
Q4 		– Sell
-16,000
Closed -$2.91M – 54
2021
Q3 		$2.91M Sell
16,000
-500
-3% -$98.7K 2.75% 8
2021
Q2 		$3.43M Buy
16,500
+8,500
+106% +$1.7M 2.16% 13
2021
Q1 		$1.36M Buy
8,000
+3,500
+78% +$566K 1.03% 37
2020
Q4 		$758K Buy
+4,500
New +$759K 0.53% 57

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

Sovarnum Capital's UPS Position: Q4 2021 in Review

Sovarnum Capital sold out of United Parcel Service (UPS) in Q4 2021, closing a stake of 16,000 shares — an estimated $2.91M sold.

Sovarnum Capital first reported a position in UPS in Q4 2020 and held it in 4 quarters. The position peaked at $3.43M in Q2 2021. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

  • Sovarnum Capital reported no remaining United Parcel Service position as of Q4 2021 after selling out during the quarter.
  • Sovarnum Capital sold 16,000 United Parcel Service shares in Q4 2021, an estimated $2.91M.
  • Sovarnum Capital first reported a position in United Parcel Service in Q4 2020 and held it in 4 quarters.
  • Sovarnum Capital's United Parcel Service position peaked at $3.43M in Q2 2021.
  • 2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on Sovarnum Capital's 13F filing for Q4 2021.