USA Financial Formulas’s United Parcel Service UPS Stock Holding History

USA Financial Formulas’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 Q3	$1K	Sell	5 -20	-80%	-$3.79K	﹤0.01%	281
2022 Q2	$5K	Buy	25 +1	+4%	+$182	0.01%	160
2022 Q1	$5K	Sell	24 -25	-51%	-$5.31K	0.01%	186
2021 Q4	$11K	Sell	49 -283	-85%	-$57.6K	0.01%	195
2021 Q3	$60K	Buy	332 +61	+23%	+$12K	0.05%	188
2021 Q2	$56K	Buy	271 +221	+442%	+$44.2K	0.05%	207
2021 Q1	$8K	Sell	50 -8,303	-99%	-$1.34M	0.01%	223
2020 Q4	$1.41M	Buy	8,353 +8,345	+104,313%	+$1.41M	1.11%	25
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	303
2020 Q2	$1K	Buy	+8	New	+$799	﹤0.01%	212
2020 Q1	–	Sell	-1,206	Closed	-$141K	–	309
2019 Q4	$141K	Buy	+1,206	New	+$143K	0.06%	150
2017 Q1	–	Sell	-30,769	Closed	-$3.53M	–	343
2016 Q4	$3.53M	Buy	30,769 +23,392	+317%	+$2.64M	0.88%	30
2016 Q3	$807K	Buy	+7,377	New	+$806K	0.21%	104

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

USA Financial Formulas's UPS Position: Q3 2022 in Review

USA Financial Formulas reduced its United Parcel Service (UPS) stake by 80% in Q3 2022, selling an estimated $3.79K and leaving 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

USA Financial Formulas first reported a position in UPS in Q3 2016 and has held it in 13 quarters since. The position peaked at $3.53M in Q4 2016. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

USA Financial Formulas held 5 shares of United Parcel Service worth $1K as of Q3 2022.
USA Financial Formulas sold 20 United Parcel Service shares in Q3 2022, an estimated $3.79K.
United Parcel Service made up ﹤0.01% of USA Financial Formulas's portfolio in Q3 2022, its #281 holding.
USA Financial Formulas first reported a position in United Parcel Service in Q3 2016 and has held it in 13 quarters since.
USA Financial Formulas's United Parcel Service position peaked at $3.53M in Q4 2016.
2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on USA Financial Formulas's 13F filing for Q3 2022, filed 24 Oct 2022.