Standard Family Office’s United Parcel Service UPS Stock Holding History

Standard Family Office’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 Q4	–	Sell	-1,434	Closed	-$232K	–	429
2022 Q3	$232K	Buy	+1,434	New	+$272K	0.1%	31
2021 Q4	–	Sell	-400	Closed	-$73K	–	245
2021 Q3	$73K	Sell	400 -7,865	-95%	-$1.55M	0.02%	39
2021 Q2	$1.72M	Buy	8,265 +408	+5%	+$81.6K	0.36%	18
2021 Q1	$1.34M	Sell	7,857 -406	-5%	-$65.7K	0.32%	22
2020 Q4	$1.39M	Buy	+8,263	New	+$1.39M	0.33%	20

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Standard Family Office's UPS Position: Q4 2022 in Review

Standard Family Office sold out of United Parcel Service (UPS) in Q4 2022, closing a stake of 1,434 shares — an estimated $232K sold.

Standard Family Office first reported a position in UPS in Q4 2020 and held it in 5 quarters. The position peaked at $1.72M in Q2 2021. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

Standard Family Office reported no remaining United Parcel Service position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 1,434 United Parcel Service shares in Q4 2022, an estimated $232K.
Standard Family Office first reported a position in United Parcel Service in Q4 2020 and held it in 5 quarters.
Standard Family Office's United Parcel Service position peaked at $1.72M in Q2 2021.
2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.