44 Wealth Management’s United Parcel Service UPS Stock Holding History

44 Wealth 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
2023 Q2	$804K	Sell	4,484 -10,305	-70%	-$1.83M	0.27%	82
2023 Q1	$2.87M	Buy	14,789 +845	+6%	+$155K	0.97%	28
2022 Q4	$2.42M	Buy	13,944 +2,428	+21%	+$420K	0.84%	33
2022 Q3	$1.86M	Buy	11,516 +1,684	+17%	+$319K	0.77%	38
2022 Q2	$1.79M	Buy	9,832 +2,588	+36%	+$472K	0.69%	39
2022 Q1	$1.55M	Buy	7,244 +1,459	+25%	+$310K	0.56%	49
2021 Q4	$1.24M	Buy	5,785 +352	+6%	+$71.6K	0.43%	62
2021 Q3	$989K	Buy	5,433 +633	+13%	+$125K	0.38%	68
2021 Q2	$998K	Buy	4,800 +1,628	+51%	+$326K	0.38%	69
2021 Q1	$539K	Buy	+3,172	New	+$513K	0.23%	95

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

44 Wealth Management's UPS Position: Q2 2023 in Review

44 Wealth Management reduced its United Parcel Service (UPS) stake by 70% in Q2 2023, selling an estimated $1.83M and leaving 4,484 shares worth $804K. The position accounts for 0.27% of the portfolio, ranked #82.

44 Wealth Management first reported a position in UPS in Q1 2021 and has held it in 10 quarters since. The position peaked at $2.87M in Q1 2023. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

44 Wealth Management held 4,484 shares of United Parcel Service worth $804K as of Q2 2023.
44 Wealth Management sold 10,305 United Parcel Service shares in Q2 2023, an estimated $1.83M.
United Parcel Service made up 0.27% of 44 Wealth Management's portfolio in Q2 2023, its #82 holding.
44 Wealth Management first reported a position in United Parcel Service in Q1 2021 and has held it in 10 quarters since.
44 Wealth Management's United Parcel Service position peaked at $2.87M in Q1 2023.
2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on 44 Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.