Abacus Wealth Partners’s United Parcel Service UPS Stock Holding History

Abacus Wealth Partners’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 Q3	–	Sell	-1,395	Closed	-$250K	–	87
2023 Q2	$250K	Sell	1,395 -364	-21%	-$64.6K	0.08%	73
2023 Q1	$309K	Buy	+1,759	New	+$323K	0.1%	62
2022 Q3	–	Sell	-1,857	Closed	-$339K	–	86
2022 Q2	$339K	Buy	1,857 +2	+0.1%	+$365	0.18%	50
2022 Q1	$398K	Buy	1,855 +4	+0.2%	+$850	0.18%	46
2021 Q4	$397K	Sell	1,851 -53	-3%	-$10.8K	0.14%	62
2021 Q3	$347K	Buy	1,904 +1	+0.1%	+$197	0.13%	62
2021 Q2	$396K	Buy	1,903 +147	+8%	+$29.4K	0.15%	51
2021 Q1	$299K	Buy	1,756 +122	+7%	+$19.7K	0.21%	65
2020 Q4	$275K	Buy	+1,634	New	+$276K	0.24%	62

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Abacus Wealth Partners's UPS Position: Q3 2023 in Review

Abacus Wealth Partners sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 1,395 shares — an estimated $250K sold.

Abacus Wealth Partners first reported a position in UPS in Q4 2020 and held it in 9 quarters. The position peaked at $398K in Q1 2022. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

Abacus Wealth Partners reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
Abacus Wealth Partners sold 1,395 United Parcel Service shares in Q3 2023, an estimated $250K.
Abacus Wealth Partners first reported a position in United Parcel Service in Q4 2020 and held it in 9 quarters.
Abacus Wealth Partners's United Parcel Service position peaked at $398K in Q1 2022.
2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Abacus Wealth Partners's 13F filing for Q3 2023, filed 13 Nov 2023.