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Zeke Capital Advisors’s United Parcel Service UPS Stock Holding History

Zeke Capital Advisors’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 		$826K Buy
4,750
+304
+7% +$52.6K 0.05% 172
2022
Q3 		$719K Sell
4,446
-30
-0.7% -$5.68K 0.05% 160
2022
Q2 		$817K Buy
4,476
+708
+19% +$129K 0.05% 154
2022
Q1 		$808K Buy
+3,768
New +$801K 0.04% 166
2020
Q1 		– Sell
-8,232
Closed -$964K – 497
2019
Q4 		$964K Sell
8,232
-449
-5% -$53.2K 0.08% 214
2019
Q3 		$1.04M Sell
8,681
-325
-4% -$37.2K 0.09% 178
2019
Q2 		$930K Buy
9,006
+342
+4% +$35.6K 0.09% 202
2019
Q1 		$968K Buy
8,664
+863
+11% +$91.5K 0.09% 187
2018
Q4 		$761K Sell
7,801
-4,826
-38% -$523K 0.07% 255
2018
Q3 		$1.47M Buy
12,627
+5,132
+68% +$604K 0.12% 155
2018
Q2 		$796K Sell
7,495
-12,337
-62% -$1.39M 0.07% 223
2018
Q1 		$2.08M Buy
19,832
+5,674
+40% +$656K 0.19% 95
2017
Q4 		$1.69M Sell
14,158
-1,136
-7% -$134K 0.18% 99
2017
Q3 		$1.84M Buy
15,294
+5,484
+56% +$623K 0.25% 69
2017
Q2 		$1.08M Buy
9,810
+5,429
+124% +$580K 0.21% 64
2017
Q1 		$470K Sell
4,381
-2,406
-35% -$263K 0.1% 123
2016
Q4 		$778K Buy
6,787
+2,598
+62% +$293K 0.21% 58
2016
Q3 		$454K Buy
+4,189
New +$458K 0.2% 36
2016
Q1 		– Sell
-2,640
Closed -$254K – 46
2015
Q4 		$254K Hold
2,640
– – 0.22% 34
2015
Q3 		$261K Hold
2,640
– – 0.17% 37
2015
Q2 		$256K Sell
2,640
-424
-14% -$42.1K 0.21% 40
2015
Q1 		$297K Buy
3,064
+40
+1% +$4.1K 0.23% 49
2014
Q4 		$336K Buy
3,024
+424
+16% +$44.7K 0.26% 51
2014
Q3 		$256K Hold
2,600
– – 0.23% 50
2014
Q2 		$267K Hold
2,600
– – 0.22% 50
2014
Q1 		$253K Hold
2,600
– – 0.22% 47
2013
Q4 		$273K Hold
2,600
– – 0.25% 44
2013
Q3 		$238K Sell
2,600
-1,500
-37% -$132K 0.22% 48
2013
Q2 		$355K Buy
+4,100
New +$352K 0.29% 26

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

Zeke Capital Advisors's UPS Position: Q4 2022 in Review

Zeke Capital Advisors increased its United Parcel Service (UPS) stake by 6.8% in Q4 2022, buying an estimated $52.6K and bringing the position to 4,750 shares worth $826K. The position accounts for 0.05% of the portfolio, ranked #172.

Zeke Capital Advisors first reported a position in UPS in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.08M in Q1 2018. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

  • Zeke Capital Advisors held 4,750 shares of United Parcel Service worth $826K as of Q4 2022.
  • Zeke Capital Advisors bought 304 United Parcel Service shares in Q4 2022, an estimated $52.6K.
  • United Parcel Service made up 0.05% of Zeke Capital Advisors's portfolio in Q4 2022, its #172 holding.
  • Zeke Capital Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 29 quarters since.
  • Zeke Capital Advisors's United Parcel Service position peaked at $2.08M in Q1 2018.
  • 2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

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