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Arcadia Wealth Management (New Hampshire)’s United Parcel Service UPS Stock Holding History

Arcadia Wealth Management (New Hampshire)’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
Q4 		– Sell
-1,517
Closed -$237K – 56
2023
Q3 		$237K Sell
1,517
-82
-5% -$14.2K 0.18% 46
2023
Q2 		$287K Buy
+1,599
New +$284K 0.21% 44

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s UPS Position: Q4 2023 in Review

Arcadia Wealth Management (New Hampshire) sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 1,517 shares — an estimated $237K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in UPS in Q2 2023 and held it in 2 quarters. The position peaked at $287K in Q2 2023. 2,260 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • Arcadia Wealth Management (New Hampshire) reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • Arcadia Wealth Management (New Hampshire) sold 1,517 United Parcel Service shares in Q4 2023, an estimated $237K.
  • Arcadia Wealth Management (New Hampshire) first reported a position in United Parcel Service in Q2 2023 and held it in 2 quarters.
  • Arcadia Wealth Management (New Hampshire)'s United Parcel Service position peaked at $287K in Q2 2023.
  • 2,260 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q4 2023, filed 23 Jan 2024.