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Syntal Capital Partners’s United Parcel Service UPS Stock Holding History

Syntal Capital Partners’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
Q4 		– Sell
-2,869
Closed -$447K – 94
2023
Q3 		$447K Sell
2,869
-3,596
-56% -$621K 0.35% 82
2023
Q2 		$1.16M Sell
6,465
-515
-7% -$91.4K 0.46% 64
2023
Q1 		$1.35M Buy
6,980
+94
+1% +$17.2K 0.5% 52
2022
Q4 		$1.2M Buy
6,886
+1,143
+20% +$198K 0.47% 55
2022
Q3 		$927K Buy
+5,743
New +$1.09M 0.38% 62

Other funds holding UPS

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Syntal Capital Partners's UPS Position: Q4 2023 in Review

Syntal Capital Partners sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 2,869 shares — an estimated $447K sold.

Syntal Capital Partners first reported a position in UPS in Q3 2022 and held it in 5 quarters. The position peaked at $1.35M in Q1 2023. 2,260 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • Syntal Capital Partners reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • Syntal Capital Partners sold 2,869 United Parcel Service shares in Q4 2023, an estimated $447K.
  • Syntal Capital Partners first reported a position in United Parcel Service in Q3 2022 and held it in 5 quarters.
  • Syntal Capital Partners's United Parcel Service position peaked at $1.35M in Q1 2023.
  • 2,260 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Syntal Capital Partners's 13F filing for Q4 2023, filed 13 Feb 2024.