Surevest’s United Parcel Service UPS Stock Holding History

Surevest’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	$3.51M	Buy	21,751 +140	+0.6%	+$26.5K	0.96%	39
2022 Q2	$3.94M	Buy	21,611 +740	+4%	+$135K	1.03%	33
2022 Q1	$4.48M	Sell	20,871 -5,192	-20%	-$1.1M	1.08%	23
2021 Q4	$5.59M	Sell	26,063 -466	-2%	-$94.8K	1.32%	22
2021 Q3	$4.83M	Buy	26,529 +1,157	+5%	+$228K	1.22%	28
2021 Q2	$5.28M	Sell	25,372 -2,834	-10%	-$567K	1.38%	21
2021 Q1	$4.79M	Buy	28,206 +519	+2%	+$84K	1.45%	21
2020 Q4	$4.66M	Buy	27,687 +345	+1%	+$58.2K	1.56%	16
2020 Q3	$4.56M	Sell	27,342 -783	-3%	-$114K	1.79%	12
2020 Q2	$3.13M	Buy	28,125 +2,115	+8%	+$211K	1.38%	30
2020 Q1	$2.43M	Buy	+26,010	New	+$2.69M	1.32%	31

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Surevest's UPS Position: Q3 2022 in Review

Surevest increased its United Parcel Service (UPS) stake by 0.65% in Q3 2022, buying an estimated $26.5K and bringing the position to 21,751 shares worth $3.51M. The position accounts for 0.96% of the portfolio, ranked #39.

Surevest first reported a position in UPS in Q1 2020 and has held it in 11 quarters since. The position peaked at $5.59M in Q4 2021. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

Surevest held 21,751 shares of United Parcel Service worth $3.51M as of Q3 2022.
Surevest bought 140 United Parcel Service shares in Q3 2022, an estimated $26.5K.
United Parcel Service made up 0.96% of Surevest's portfolio in Q3 2022, its #39 holding.
Surevest first reported a position in United Parcel Service in Q1 2020 and has held it in 11 quarters since.
Surevest's United Parcel Service position peaked at $5.59M in Q4 2021.
2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.