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Adamsbrown Wealth Consultants’s United Parcel Service UPS Stock Holding History

Adamsbrown Wealth Consultants’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
Q1 		– Sell
-2,253
Closed -$392K – 83
2022
Q4 		$392K Sell
2,253
-17
-0.7% -$2.94K 0.24% 48
2022
Q3 		$367K Sell
2,270
-65
-3% -$12.3K 0.28% 46
2022
Q2 		$426K Buy
2,335
+103
+5% +$18.8K 0.34% 47
2022
Q1 		$479K Buy
+2,232
New +$474K 0.38% 47

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Adamsbrown Wealth Consultants's UPS Position: Q1 2023 in Review

Adamsbrown Wealth Consultants sold out of United Parcel Service (UPS) in Q1 2023, closing a stake of 2,253 shares — an estimated $392K sold.

Adamsbrown Wealth Consultants first reported a position in UPS in Q1 2022 and held it in 4 quarters. The position peaked at $479K in Q1 2022. 2,258 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

  • Adamsbrown Wealth Consultants reported no remaining United Parcel Service position as of Q1 2023 after selling out during the quarter.
  • Adamsbrown Wealth Consultants sold 2,253 United Parcel Service shares in Q1 2023, an estimated $392K.
  • Adamsbrown Wealth Consultants first reported a position in United Parcel Service in Q1 2022 and held it in 4 quarters.
  • Adamsbrown Wealth Consultants's United Parcel Service position peaked at $479K in Q1 2022.
  • 2,258 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on Adamsbrown Wealth Consultants's 13F filing for Q1 2023, filed 10 May 2023.