AMJ Financial Wealth Management’s United Parcel Service UPS Stock Holding History

AMJ Financial 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 Q3	–	Sell	-2,558	Closed	-$467K	–	62
2022 Q2	$467K	Sell	2,558 -799	-24%	-$146K	0.39%	35
2022 Q1	$720K	Buy	3,357 +28	+0.8%	+$5.95K	0.29%	48
2021 Q4	$714K	Buy	3,329 +1,205	+57%	+$245K	0.26%	51
2021 Q3	$387K	Sell	2,124 -850	-29%	-$168K	0.16%	72
2021 Q2	$619K	Sell	2,974 -99	-3%	-$19.8K	0.27%	63
2021 Q1	$522K	Sell	3,073 -949	-24%	-$154K	0.25%	60
2020 Q4	$677K	Buy	4,022 +66	+2%	+$11.1K	0.35%	50
2020 Q3	$659K	Sell	3,956 -1,470	-27%	-$214K	0.39%	41
2020 Q2	$603K	Buy	+5,426	New	+$542K	0.41%	44

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

AMJ Financial Wealth Management's UPS Position: Q3 2022 in Review

AMJ Financial Wealth Management sold out of United Parcel Service (UPS) in Q3 2022, closing a stake of 2,558 shares — an estimated $467K sold.

AMJ Financial Wealth Management first reported a position in UPS in Q2 2020 and held it in 9 quarters. The position peaked at $720K in Q1 2022. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

AMJ Financial Wealth Management reported no remaining United Parcel Service position as of Q3 2022 after selling out during the quarter.
AMJ Financial Wealth Management sold 2,558 United Parcel Service shares in Q3 2022, an estimated $467K.
AMJ Financial Wealth Management first reported a position in United Parcel Service in Q2 2020 and held it in 9 quarters.
AMJ Financial Wealth Management's United Parcel Service position peaked at $720K in Q1 2022.
2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.