Affiance Financial’s United Parcel Service UPS Stock Holding History

Affiance Financial’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	-524	Closed	-$91.1K	–	389
2022 Q4	$91.1K	Buy	+524	New	+$90.7K	0.04%	134

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Affiance Financial's UPS Position: Q1 2023 in Review

Affiance Financial sold out of United Parcel Service (UPS) in Q1 2023, closing a stake of 524 shares — an estimated $91.1K sold.

Affiance Financial first reported a position in UPS in Q4 2022 and held it in 1 quarter. The position peaked at $91.1K in Q4 2022. 2,258 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

Affiance Financial reported no remaining United Parcel Service position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 524 United Parcel Service shares in Q1 2023, an estimated $91.1K.
Affiance Financial first reported a position in United Parcel Service in Q4 2022 and held it in 1 quarter.
Affiance Financial's United Parcel Service position peaked at $91.1K in Q4 2022.
2,258 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.