Adams Chetwood Wealth Management’s United Parcel Service UPS Stock Holding History

Adams Chetwood 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
2022 Q1	$1.54M	Buy	7,182 +15	+0.2%	+$3.19K	0.87%	23
2021 Q4	$1.54M	Buy	7,167 +11	+0.2%	+$2.24K	1.04%	24
2021 Q3	$1.3M	Buy	7,156 +5	+0.1%	+$987	0.94%	26
2021 Q2	$1.49M	Sell	7,151 -775	-10%	-$155K	1.05%	22
2021 Q1	$1.35M	Sell	7,926 -74	-0.9%	-$12K	1.03%	20
2020 Q4	$1.35M	Buy	8,000 +5	+0.1%	+$844	1.12%	18
2020 Q3	$1.33M	Sell	7,995 -68	-0.8%	-$9.9K	1.28%	16
2020 Q2	$896K	Sell	8,063 -215	-3%	-$21.5K	0.91%	22
2020 Q1	$785K	Buy	8,278 +1,491	+22%	+$154K	0.92%	24
2019 Q4	$794K	Buy	+6,787	New	+$803K	0.81%	23

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

Adams Chetwood Wealth Management's UPS Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its United Parcel Service (UPS) stake by 0.21% in Q1 2022, buying an estimated $3.19K and bringing the position to 7,182 shares worth $1.54M. The position accounts for 0.87% of the portfolio, ranked #23.

Adams Chetwood Wealth Management first reported a position in UPS in Q4 2019 and has held it in 10 quarters since. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

Adams Chetwood Wealth Management held 7,182 shares of United Parcel Service worth $1.54M as of Q1 2022.
Adams Chetwood Wealth Management bought 15 United Parcel Service shares in Q1 2022, an estimated $3.19K.
United Parcel Service made up 0.87% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #23 holding.
Adams Chetwood Wealth Management first reported a position in United Parcel Service in Q4 2019 and has held it in 10 quarters since.
2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.