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Andesa Financial Management’s United Parcel Service UPS Stock Holding History

Andesa Financial 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
2023
Q1 		– Sell
-2,176
Closed -$378K – 154
2022
Q4 		$378K Sell
2,176
-407
-16% -$70.5K 0.21% 94
2022
Q3 		$417K Buy
2,583
+742
+40% +$140K 0.15% 100
2022
Q2 		$336K Sell
1,841
-695
-27% -$127K 0.21% 92
2022
Q1 		$545K Buy
2,536
+50
+2% +$10.6K 0.29% 76
2021
Q4 		$533K Buy
2,486
+380
+18% +$77.3K 0.26% 86
2021
Q3 		$382K Buy
+2,106
New +$416K 0.21% 100
2021
Q1 		– Sell
-2,366
Closed -$401K – 149
2020
Q4 		$401K Sell
2,366
-182
-7% -$30.7K 0.26% 87
2020
Q3 		$425K Buy
2,548
+87
+4% +$12.7K 0.18% 94
2020
Q2 		$273K Buy
+2,461
New +$246K 0.24% 86
2020
Q1 		– Sell
-2,285
Closed -$270K – 109
2019
Q4 		$270K Buy
+2,285
New +$271K 0.24% 83
2019
Q2 		– Sell
-2,948
Closed -$332K – 143
2019
Q1 		$332K Buy
+2,948
New +$313K 0.16% 113

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

Andesa Financial Management's UPS Position: Q1 2023 in Review

Andesa Financial Management sold out of United Parcel Service (UPS) in Q1 2023, closing a stake of 2,176 shares — an estimated $378K sold.

Andesa Financial Management first reported a position in UPS in Q1 2019 and held it in 11 quarters. The position peaked at $545K in Q1 2022. 2,259 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

  • Andesa Financial Management reported no remaining United Parcel Service position as of Q1 2023 after selling out during the quarter.
  • Andesa Financial Management sold 2,176 United Parcel Service shares in Q1 2023, an estimated $378K.
  • Andesa Financial Management first reported a position in United Parcel Service in Q1 2019 and held it in 11 quarters.
  • Andesa Financial Management's United Parcel Service position peaked at $545K in Q1 2022.
  • 2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.