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

Act 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 Q3	–	Sell	-1,139	Closed	-$204K	–	45
2023 Q2	$204K	Sell	1,139 -40	-3%	-$7.1K	0.11%	41
2023 Q1	$229K	Hold	1,179	–	–	0.14%	34
2022 Q4	$205K	Buy	+1,179	New	+$204K	0.13%	40
2022 Q3	–	Sell	-1,679	Closed	-$215K	–	43
2022 Q2	$215K	Buy	1,679 +500	+42%	+$91.2K	0.14%	34
2022 Q1	$253K	Hold	1,179	–	–	0.14%	32
2021 Q4	$253K	Hold	1,179	–	–	0.15%	30
2021 Q3	$245K	Hold	1,179	–	–	0.15%	25
2021 Q2	$245K	Hold	1,179	–	–	0.15%	26
2021 Q1	$200K	Buy	+1,179	New	+$191K	0.13%	33

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

Act Wealth Management's UPS Position: Q3 2023 in Review

Act Wealth Management sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 1,139 shares — an estimated $204K sold.

Act Wealth Management first reported a position in UPS in Q1 2021 and held it in 9 quarters. The position peaked at $253K in Q1 2022. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

Act Wealth Management reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
Act Wealth Management sold 1,139 United Parcel Service shares in Q3 2023, an estimated $204K.
Act Wealth Management first reported a position in United Parcel Service in Q1 2021 and held it in 9 quarters.
Act Wealth Management's United Parcel Service position peaked at $253K in Q1 2022.
2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Act Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.