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Sun Life Financial’s United Parcel Service UPS Stock Holding History

Sun Life Financial’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
2023
Q2 		– Sell
-2,496
Closed -$483K – 69
2023
Q1 		$483K Hold
2,496
– – 0.03% 51
2022
Q4 		$436K Sell
2,496
-109
-4% -$18.9K 0.03% 53
2022
Q3 		$421K Sell
2,605
-510
-16% -$96.6K 0.03% 55
2022
Q2 		$570K Sell
3,115
-130
-4% -$23.7K 0.04% 52
2022
Q1 		$694K Sell
3,245
-353
-10% -$75K 0.03% 59
2021
Q4 		$770K Buy
3,598
+195
+6% +$39.7K 0.03% 61
2021
Q3 		$619K Buy
3,403
+799
+31% +$158K 0.04% 56
2021
Q2 		$542K Sell
2,604
-701
-21% -$140K 0.03% 55
2021
Q1 		$561K Sell
3,305
-37
-1% -$5.99K 0.05% 57
2020
Q4 		$562K Sell
3,342
-315
-9% -$53.2K 0.07% 52
2020
Q3 		$609K Sell
3,657
-5,903
-62% -$859K 0.1% 66
2020
Q2 		$1.06M Sell
9,560
-209
-2% -$20.9K 0.21% 31
2020
Q1 		$913K Sell
9,769
-231
-2% -$23.9K 0.23% 23
2019
Q4 		$1.17M Sell
10,000
-2,873
-22% -$340K 0.31% 22
2019
Q3 		$1.54M Buy
12,873
+1,254
+11% +$143K 0.4% 23
2019
Q2 		$1.2M Sell
11,619
-6,566
-36% -$683K 0.3% 24
2019
Q1 		$2.03M Sell
18,185
-669
-4% -$71K 0.45% 22
2018
Q4 		$1.84M Buy
18,854
+39
+0.2% +$4.23K 0.39% 26
2018
Q3 		$2.2M Buy
18,815
+941
+5% +$111K 0.4% 32
2018
Q2 		$1.9M Buy
17,874
+15,893
+802% +$1.79M 0.27% 44
2018
Q1 		$18.9K Sell
1,981
-6,491
-77% -$750K 0.17% 74
2017
Q4 		$1.01M Sell
8,472
-3,572
-30% -$420K 0.1% 90
2017
Q3 		$1.45M Sell
12,044
-741
-6% -$84.2K 0.14% 60
2017
Q2 		$1.42M Buy
12,785
+12,745
+31,863% +$1.36M 0.15% 57
2017
Q1 		$372 Sell
40
-2
-5% -$219 ﹤0.01% 200
2016
Q4 		$370 Buy
+42
New +$4.73K ﹤0.01% 148

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sun Life Financial's UPS Position: Q2 2023 in Review

Sun Life Financial sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 2,496 shares — an estimated $483K sold.

Sun Life Financial first reported a position in UPS in Q4 2016 and held it in 26 quarters. The position peaked at $2.2M in Q3 2018. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • Sun Life Financial reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
  • Sun Life Financial sold 2,496 United Parcel Service shares in Q2 2023, an estimated $483K.
  • Sun Life Financial first reported a position in United Parcel Service in Q4 2016 and held it in 26 quarters.
  • Sun Life Financial's United Parcel Service position peaked at $2.2M in Q3 2018.
  • 2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Sun Life Financial's 13F filing for Q2 2023, filed 11 Aug 2023.