APWM
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Atlas Private Wealth Management’s United Parcel Service UPS Stock Holding History

Atlas Private 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
2024
Q1 		$636K Buy
4,277
+341
+9% +$51.8K 0.27% 88
2023
Q4 		$619K Buy
3,936
+203
+5% +$30.7K 0.29% 86
2023
Q3 		$582K Buy
3,733
+107
+3% +$18.5K 0.31% 83
2023
Q2 		$650K Sell
3,626
-19
-0.5% -$3.37K 0.34% 84
2023
Q1 		$707K Buy
3,645
+108
+3% +$19.8K 0.43% 77
2022
Q4 		$615K Buy
3,537
+963
+37% +$167K 0.28% 78
2022
Q3 		$416K Buy
2,574
+94
+4% +$17.8K 0.3% 82
2022
Q2 		$453K Sell
2,480
-255
-9% -$46.5K 0.31% 86
2022
Q1 		$586K Buy
2,735
+256
+10% +$54.4K 0.34% 86
2021
Q4 		$531K Buy
2,479
+281
+13% +$57.2K 0.3% 89
2021
Q3 		$400K Buy
2,198
+222
+11% +$43.8K 0.24% 94
2021
Q2 		$411K Buy
1,976
+269
+16% +$53.8K 0.25% 95
2021
Q1 		$290K Buy
1,707
+651
+62% +$105K 0.19% 104
2020
Q4 		$178K Buy
1,056
+201
+24% +$33.9K 0.13% 121
2020
Q3 		$142K Buy
855
+830
+3,320% +$121K 0.11% 124
2020
Q2 		$3K Hold
25
– – ﹤0.01% 411
2020
Q1 		$2K Hold
25
– – ﹤0.01% 417
2019
Q4 		$3K Buy
+25
New +$2.96K ﹤0.01% 423

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atlas Private Wealth Management's UPS Position: Q1 2024 in Review

Atlas Private Wealth Management increased its United Parcel Service (UPS) stake by 8.7% in Q1 2024, buying an estimated $51.8K and bringing the position to 4,277 shares worth $636K. The position accounts for 0.27% of the portfolio, ranked #88.

Atlas Private Wealth Management first reported a position in UPS in Q4 2019 and has held it in 18 quarters since. The position peaked at $707K in Q1 2023. 2,213 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Atlas Private Wealth Management held 4,277 shares of United Parcel Service worth $636K as of Q1 2024.
  • Atlas Private Wealth Management bought 341 United Parcel Service shares in Q1 2024, an estimated $51.8K.
  • United Parcel Service made up 0.27% of Atlas Private Wealth Management's portfolio in Q1 2024, its #88 holding.
  • Atlas Private Wealth Management first reported a position in United Parcel Service in Q4 2019 and has held it in 18 quarters since.
  • Atlas Private Wealth Management's United Parcel Service position peaked at $707K in Q1 2023.
  • 2,213 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.