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Ahrens Investment Partners’s United Parcel Service UPS Stock Holding History

Ahrens Investment Partners’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 		$180K Buy
+929
New +$170K 0.09% 158
2022
Q3 		– Sell
-729
Closed -$133K – 861
2022
Q2 		$133K Sell
729
-155
-18% -$28.3K 0.06% 195
2022
Q1 		$190K Buy
884
+254
+40% +$54K 0.06% 189
2021
Q4 		$135K Buy
+630
New +$128K 0.06% 244
2020
Q4 		– Sell
-1,310
Closed -$218K – 212
2020
Q3 		$218K Buy
+1,310
New +$191K 0.15% 142

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

Ahrens Investment Partners's UPS Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in United Parcel Service (UPS) in Q1 2023: 929 shares worth $180K. The stake represents 0.09% of the portfolio and ranks #158 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in UPS as recently as Q2 2022.

Ahrens Investment Partners first reported a position in UPS in Q3 2020 and has held it in 5 quarters since. The position peaked at $218K in Q3 2020. 2,258 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

  • Ahrens Investment Partners held 929 shares of United Parcel Service worth $180K as of Q1 2023.
  • United Parcel Service was a new Ahrens Investment Partners position in Q1 2023.
  • United Parcel Service made up 0.09% of Ahrens Investment Partners's portfolio in Q1 2023, its #158 holding.
  • Ahrens Investment Partners first reported a position in United Parcel Service in Q3 2020 and has held it in 5 quarters since.
  • Ahrens Investment Partners's United Parcel Service position peaked at $218K in Q3 2020.
  • 2,258 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.