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ACG Wealth’s United Parcel Service UPS Stock Holding History

ACG Wealth’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
2017
Q2 		– Sell
-420
Closed -$217K – 338
2017
Q1 		$217K Buy
+420
New +$45.9K 0.04% 248

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ACG Wealth's UPS Position: Q3 2022 in Review

ACG Wealth reduced its United Parcel Service (UPS) stake by 2.8% in Q3 2022, selling an estimated $55.5K and leaving 10,145 shares worth $1.64M. The position accounts for 0.37% of the portfolio, ranked #75.

ACG Wealth first reported a position in UPS in Q4 2013 and has held it in 36 quarters since. The position peaked at $8.15M in Q2 2014. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • ACG Wealth held 10,145 shares of United Parcel Service worth $1.64M as of Q3 2022.
  • ACG Wealth sold 293 United Parcel Service shares in Q3 2022, an estimated $55.5K.
  • United Parcel Service made up 0.37% of ACG Wealth's portfolio in Q3 2022, its #75 holding.
  • ACG Wealth first reported a position in United Parcel Service in Q4 2013 and has held it in 36 quarters since.
  • ACG Wealth's United Parcel Service position peaked at $8.15M in Q2 2014.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.