Axiom Financial Strategies’s United Parcel Service UPS Stock Holding History

Axiom Financial Strategies’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 Q4	–	Sell	-5,233	Closed	-$845K	–	67
2022 Q3	$845K	Sell	5,233 -12	-0.2%	-$2.27K	0.45%	31
2022 Q2	$957K	Sell	5,245 -6	-0.1%	-$1.09K	0.5%	31
2022 Q1	$943K	Sell	5,251 -26	-0.5%	-$5.53K	0.48%	32
2021 Q4	$1.13M	Sell	5,277 -96	-2%	-$19.5K	0.51%	31
2021 Q3	$978K	Hold	5,373	–	–	0.46%	33
2021 Q2	$1.12M	Buy	5,373 +443	+9%	+$88.6K	0.52%	29
2021 Q1	$838K	Sell	4,930 -19	-0.4%	-$3.07K	0.41%	32
2020 Q4	$825K	Hold	4,949	–	–	0.5%	31
2020 Q3	$825K	Sell	4,949 -1,313	-21%	-$191K	0.5%	31
2020 Q2	$696K	Buy	6,262 +57	+0.9%	+$5.69K	0.45%	33
2020 Q1	$580K	Buy	+6,205	New	+$643K	0.47%	34

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Axiom Financial Strategies's UPS Position: Q4 2022 in Review

Axiom Financial Strategies sold out of United Parcel Service (UPS) in Q4 2022, closing a stake of 5,233 shares — an estimated $845K sold.

Axiom Financial Strategies first reported a position in UPS in Q1 2020 and held it in 11 quarters. The position peaked at $1.13M in Q4 2021. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

Axiom Financial Strategies reported no remaining United Parcel Service position as of Q4 2022 after selling out during the quarter.
Axiom Financial Strategies sold 5,233 United Parcel Service shares in Q4 2022, an estimated $845K.
Axiom Financial Strategies first reported a position in United Parcel Service in Q1 2020 and held it in 11 quarters.
Axiom Financial Strategies's United Parcel Service position peaked at $1.13M in Q4 2021.
2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Axiom Financial Strategies's 13F filing for Q4 2022, filed 18 May 2023.