Ziegler Capital Management’s United Parcel Service UPS Stock Holding History

Ziegler Capital Management’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 Q1	–	Sell	-7,970	Closed	-$1.71M	–	438
2021 Q4	$1.71M	Sell	7,970 -23,600	-75%	-$4.8M	0.06%	242
2021 Q3	$5.75M	Sell	31,570 -4,980	-14%	-$983K	0.21%	167
2021 Q2	$7.6M	Sell	36,550 -69,798	-66%	-$14M	0.25%	143
2021 Q1	$18.1M	Buy	106,348 +154	+0.1%	+$24.9K	0.57%	42
2020 Q4	$17.9M	Buy	106,194 +8,662	+9%	+$1.46M	0.59%	40
2020 Q3	$16.3M	Sell	97,532 -64,645	-40%	-$9.41M	0.63%	36
2020 Q2	$18M	Sell	162,177 -23,000	-12%	-$2.3M	0.57%	37
2020 Q1	$17.3M	Buy	+185,177	New	+$19.2M	0.46%	53
2013 Q3	$905K	Buy	9,904 +50	+0.5%	+$4.39K	0.08%	246
2013 Q2	$852K	Buy	+9,854	New	+$845K	0.09%	257

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ziegler Capital Management's UPS Position: Q1 2022 in Review

Ziegler Capital Management sold out of United Parcel Service (UPS) in Q1 2022, closing a stake of 7,970 shares — an estimated $1.71M sold.

Ziegler Capital Management first reported a position in UPS in Q2 2013 and held it in 10 quarters. The position peaked at $18.1M in Q1 2021. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

Ziegler Capital Management reported no remaining United Parcel Service position as of Q1 2022 after selling out during the quarter.
Ziegler Capital Management sold 7,970 United Parcel Service shares in Q1 2022, an estimated $1.71M.
Ziegler Capital Management first reported a position in United Parcel Service in Q2 2013 and held it in 10 quarters.
Ziegler Capital Management's United Parcel Service position peaked at $18.1M in Q1 2021.
2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Ziegler Capital Management's 13F filing for Q1 2022, filed 4 May 2022.