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UPS icon

swisspartners’s United Parcel Service UPS Stock Holding History

swisspartners’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 		$800K Hold
4,600
– – 1.02% 35
2022
Q3 		$743K Hold
4,600
– – 0.77% 36
2022
Q2 		$867K Hold
4,600
– – 0.83% 31
2022
Q1 		$986K Buy
+4,600
New +$977K 0.78% 35
2021
Q4 		– Sell
-4,600
Closed -$838K – 86
2021
Q3 		$838K Sell
4,600
-150
-3% -$29.6K 0.65% 37
2021
Q2 		$988K Hold
4,750
– – 0.7% 38
2021
Q1 		$809K Hold
4,750
– – 0.66% 39
2020
Q4 		$787K Buy
+4,750
New +$802K 0.69% 40

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

swisspartners's UPS Position: Q4 2022 in Review

swisspartners held its United Parcel Service (UPS) position steady in Q4 2022 at 4,600 shares worth $800K. The position accounts for 1.02% of the portfolio, ranked #35.

swisspartners first reported a position in UPS in Q4 2020 and has held it in 8 quarters since. The position peaked at $988K in Q2 2021. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

  • swisspartners held 4,600 shares of United Parcel Service worth $800K as of Q4 2022.
  • swisspartners left its United Parcel Service share count unchanged in Q4 2022.
  • United Parcel Service made up 1.02% of swisspartners's portfolio in Q4 2022, its #35 holding.
  • swisspartners first reported a position in United Parcel Service in Q4 2020 and has held it in 8 quarters since.
  • swisspartners's United Parcel Service position peaked at $988K in Q2 2021.
  • 2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on swisspartners's 13F filing for Q4 2022, filed 14 Feb 2023.