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Unio Capital’s United Parcel Service UPS Stock Holding History

Unio 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
Q2 		– Sell
-1,861
Closed -$399K – 62
2022
Q1 		$399K Hold
1,861
– – 0.17% 47
2021
Q4 		$399 Hold
1,861
– – ﹤0.01% 49
2021
Q3 		$339K Sell
1,861
-16
-0.9% -$3.16K 0.15% 48
2021
Q2 		$390K Sell
1,877
-389
-17% -$77.8K 0.17% 41
2021
Q1 		$385K Hold
2,266
– – 0.18% 42
2020
Q4 		$382K Sell
2,266
-579
-20% -$97.7K 0.19% 43
2020
Q3 		$490K Sell
2,845
-277
-9% -$40.3K 0.27% 39
2020
Q2 		$347K Buy
3,122
+557
+22% +$55.6K 0.21% 41
2020
Q1 		$240K Hold
2,565
– – 0.17% 54
2019
Q4 		$300K Buy
2,565
+780
+44% +$92.3K 0.18% 55
2019
Q3 		$214K Buy
+1,785
New +$204K 0.14% 64

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Unio Capital's UPS Position: Q2 2022 in Review

Unio Capital sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 1,861 shares — an estimated $399K sold.

Unio Capital first reported a position in UPS in Q3 2019 and held it in 11 quarters. The position peaked at $490K in Q3 2020. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • Unio Capital reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
  • Unio Capital sold 1,861 United Parcel Service shares in Q2 2022, an estimated $399K.
  • Unio Capital first reported a position in United Parcel Service in Q3 2019 and held it in 11 quarters.
  • Unio Capital's United Parcel Service position peaked at $490K in Q3 2020.
  • 2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Unio Capital's 13F filing for Q2 2022, filed 15 Aug 2022.