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Titleist Capital’s United Parcel Service UPS Stock Holding History

Titleist Capital’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 		$541K Buy
3,114
+116
+4% +$20.1K 0.13% 134
2022
Q3 		$484K Sell
2,998
-743
-20% -$141K 0.11% 138
2022
Q2 		$683K Sell
3,741
-332
-8% -$60.6K 0.17% 113
2022
Q1 		$873K Sell
4,073
-56
-1% -$11.9K 0.17% 103
2021
Q4 		$885K Buy
+4,129
New +$840K 0.17% 98

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

Titleist Capital's UPS Position: Q4 2022 in Review

Titleist Capital increased its United Parcel Service (UPS) stake by 3.9% in Q4 2022, buying an estimated $20.1K and bringing the position to 3,114 shares worth $541K. The position accounts for 0.13% of the portfolio, ranked #134.

Titleist Capital first reported a position in UPS in Q4 2021 and has held it in 5 quarters since. The position peaked at $885K in Q4 2021. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

  • Titleist Capital held 3,114 shares of United Parcel Service worth $541K as of Q4 2022.
  • Titleist Capital bought 116 United Parcel Service shares in Q4 2022, an estimated $20.1K.
  • United Parcel Service made up 0.13% of Titleist Capital's portfolio in Q4 2022, its #134 holding.
  • Titleist Capital first reported a position in United Parcel Service in Q4 2021 and has held it in 5 quarters since.
  • Titleist Capital's United Parcel Service position peaked at $885K in Q4 2021.
  • 2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Titleist Capital's 13F filing for Q4 2022, filed 12 Jan 2023.