AWM
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Aevitas Wealth Management’s United Parcel Service UPS Stock Holding History

Aevitas 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
Q4 		$1.34M Buy
7,682
+418
+6% +$72.4K 0.79% 32
2022
Q3 		$1.17M Sell
7,264
-116
-2% -$22K 0.88% 37
2022
Q2 		$1.35M Buy
7,380
+18
+0.2% +$3.28K 0.91% 35
2022
Q1 		$1.58M Sell
7,362
-418
-5% -$88.8K 0.97% 29
2021
Q4 		$1.67M Buy
7,780
+11
+0.1% +$2.24K 0.99% 27
2021
Q3 		$1.42M Sell
7,769
-87
-1% -$17.2K 0.9% 30
2021
Q2 		$1.63M Buy
7,856
+11
+0.1% +$2.2K 1.04% 27
2021
Q1 		$1.33M Buy
7,845
+13
+0.2% +$2.1K 0.93% 33
2020
Q4 		$1.32M Sell
7,832
-186
-2% -$31.4K 0.97% 29
2020
Q3 		$1.34M Sell
8,018
-136
-2% -$19.8K 1.1% 25
2020
Q2 		$907K Buy
8,154
+41
+0.5% +$4.09K 0.84% 33
2020
Q1 		$758K Sell
8,113
-176
-2% -$18.2K 0.85% 34
2019
Q4 		$970K Sell
8,289
-783
-9% -$92.7K 0.91% 35
2019
Q3 		$1.09M Buy
9,072
+20
+0.2% +$2.29K 1.09% 29
2019
Q2 		$935K Sell
9,052
-755
-8% -$78.5K 0.94% 32
2019
Q1 		$1.09M Buy
9,807
+2,796
+40% +$297K 0.98% 29
2018
Q4 		$684K Sell
7,011
-159
-2% -$17.2K 0.7% 41
2018
Q3 		$837K Sell
7,170
-190
-3% -$22.4K 0.76% 39
2018
Q2 		$782K Sell
7,360
-800
-10% -$89.9K 0.76% 38
2018
Q1 		$854K Buy
8,160
+18
+0.2% +$2.08K 0.85% 38
2017
Q4 		$970K Buy
+8,142
New +$957K 0.92% 39

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aevitas Wealth Management's UPS Position: Q4 2022 in Review

Aevitas Wealth Management increased its United Parcel Service (UPS) stake by 5.8% in Q4 2022, buying an estimated $72.4K and bringing the position to 7,682 shares worth $1.34M. The position accounts for 0.79% of the portfolio, ranked #32.

Aevitas Wealth Management first reported a position in UPS in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.67M in Q4 2021. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

  • Aevitas Wealth Management held 7,682 shares of United Parcel Service worth $1.34M as of Q4 2022.
  • Aevitas Wealth Management bought 418 United Parcel Service shares in Q4 2022, an estimated $72.4K.
  • United Parcel Service made up 0.79% of Aevitas Wealth Management's portfolio in Q4 2022, its #32 holding.
  • Aevitas Wealth Management first reported a position in United Parcel Service in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's United Parcel Service position peaked at $1.67M in Q4 2021.
  • 2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.