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

Altium 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
Q2 		$2.67M Buy
14,635
+1,082
+8% +$197K 0.19% 66
2022
Q1 		$2.91M Buy
13,553
+1,008
+8% +$214K 0.19% 66
2021
Q4 		$2.69M Buy
12,545
+376
+3% +$76.5K 0.17% 69
2021
Q3 		$2.22M Buy
12,169
+210
+2% +$41.5K 0.16% 73
2021
Q2 		$2.49M Sell
11,959
-197
-2% -$39.4K 0.18% 63
2021
Q1 		$2.07M Buy
12,156
+144
+1% +$23.3K 0.17% 72
2020
Q4 		$2.02M Buy
12,012
+229
+2% +$38.6K 0.18% 63
2020
Q3 		$1.96M Buy
11,783
+917
+8% +$134K 0.2% 59
2020
Q2 		$1.21M Buy
10,866
+916
+9% +$91.4K 0.14% 79
2020
Q1 		$930K Sell
9,950
-75
-0.7% -$7.77K 0.13% 86
2019
Q4 		$1.17M Buy
10,025
+609
+6% +$72.1K 0.14% 85
2019
Q3 		$1.13M Buy
9,416
+1,502
+19% +$172K 0.15% 81
2019
Q2 		$817K Buy
7,914
+2,324
+42% +$242K 0.12% 111
2019
Q1 		$625K Buy
5,590
+717
+15% +$76K 0.1% 139
2018
Q4 		$475K Sell
4,873
-270
-5% -$29.3K 0.09% 150
2018
Q3 		$600K Buy
5,143
+1,782
+53% +$210K 0.12% 143
2018
Q2 		$357K Buy
+3,361
New +$378K 0.1% 155

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Altium Wealth Management's UPS Position: Q2 2022 in Review

Altium Wealth Management increased its United Parcel Service (UPS) stake by 8% in Q2 2022, buying an estimated $197K and bringing the position to 14,635 shares worth $2.67M. The position accounts for 0.19% of the portfolio, ranked #66.

Altium Wealth Management first reported a position in UPS in Q2 2018 and has held it in 17 quarters since. The position peaked at $2.91M in Q1 2022. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • Altium Wealth Management held 14,635 shares of United Parcel Service worth $2.67M as of Q2 2022.
  • Altium Wealth Management bought 1,082 United Parcel Service shares in Q2 2022, an estimated $197K.
  • United Parcel Service made up 0.19% of Altium Wealth Management's portfolio in Q2 2022, its #66 holding.
  • Altium Wealth Management first reported a position in United Parcel Service in Q2 2018 and has held it in 17 quarters since.
  • Altium Wealth Management's United Parcel Service position peaked at $2.91M in Q1 2022.
  • 2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.