Sustainable Insight Capital Management’s United Parcel Service UPS Stock Holding History

Sustainable Insight Capital Management’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	-1,535	Closed	-$248K	–	118
2022 Q3	$248K	Sell	1,535 -395	-20%	-$74.8K	0.29%	83
2022 Q2	$362K	Sell	1,930 -113	-6%	-$20.6K	0.36%	63
2022 Q1	$438K	Buy	2,043 +21	+1%	+$4.46K	0.31%	58
2021 Q4	$433K	Buy	2,022 +53	+3%	+$10.8K	0.23%	55
2021 Q3	$359K	Buy	1,969 +34	+2%	+$6.71K	0.23%	63
2021 Q2	$402K	Sell	1,935 -36	-2%	-$7.2K	0.24%	74
2021 Q1	$335K	Buy	1,971 +117	+6%	+$18.9K	0.22%	75
2020 Q4	$312K	Buy	+1,854	New	+$313K	0.21%	74
2020 Q1	–	Sell	-1,983	Closed	-$232K	–	83
2019 Q4	$232K	Hold	1,983	–	–	0.24%	54
2019 Q3	$238K	Sell	1,983 -100	-5%	-$11.4K	0.27%	38
2019 Q2	$215K	Buy	+2,083	New	+$217K	0.25%	48

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

Sustainable Insight Capital Management's UPS Position: Q4 2022 in Review

Sustainable Insight Capital Management sold out of United Parcel Service (UPS) in Q4 2022, closing a stake of 1,535 shares — an estimated $248K sold.

Sustainable Insight Capital Management first reported a position in UPS in Q2 2019 and held it in 11 quarters. The position peaked at $438K in Q1 2022. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

Sustainable Insight Capital Management reported no remaining United Parcel Service position as of Q4 2022 after selling out during the quarter.
Sustainable Insight Capital Management sold 1,535 United Parcel Service shares in Q4 2022, an estimated $248K.
Sustainable Insight Capital Management first reported a position in United Parcel Service in Q2 2019 and held it in 11 quarters.
Sustainable Insight Capital Management's United Parcel Service position peaked at $438K in Q1 2022.
2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Sustainable Insight Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.