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B. Riley Wealth Management’s United Parcel Service UPS Stock Holding History

B. Riley 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
Q2 		$2.16K Buy
11,824
+2,414
+26% +$440K ﹤0.01% 206
2022
Q1 		$2.02M Buy
9,410
+257
+3% +$54.6K 0.16% 136
2021
Q4 		$1.96M Buy
9,153
+263
+3% +$53.5K 0.14% 149
2021
Q3 		$1.62M Buy
+8,890
New +$1.75M 0.12% 168
2020
Q3 		– Sell
-6,560
Closed -$730K – 522
2020
Q2 		$730K Sell
6,560
-2,418
-27% -$241K 0.08% 188
2020
Q1 		$839K Buy
8,978
+5,860
+188% +$607K 0.09% 196
2019
Q4 		$365K Buy
3,118
+488
+19% +$57.8K 0.05% 258
2019
Q3 		$315K Sell
2,630
-24
-0.9% -$2.74K 0.06% 263
2019
Q2 		$274 Sell
2,654
-210
-7% -$21.8K 0.04% 304
2019
Q1 		$320K Buy
2,864
+377
+15% +$40K 0.06% 267
2018
Q4 		$243K Buy
2,487
+167
+7% +$18.1K 0.05% 277
2018
Q3 		$271K Buy
+2,320
New +$273K 0.07% 233
2015
Q3 		– Sell
-50
Closed -$4K – 714
2015
Q2 		$4K Hold
50
– – ﹤0.01% 894
2015
Q1 		$4K Hold
50
– – ﹤0.01% 896
2014
Q4 		$5K Hold
50
– – ﹤0.01% 853
2014
Q3 		$4K Hold
50
– – ﹤0.01% 932
2014
Q2 		$5K Hold
50
– – ﹤0.01% 944
2014
Q1 		$5K Buy
+50
New +$4.87K ﹤0.01% 892

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B. Riley Wealth Management's UPS Position: Q2 2022 in Review

B. Riley Wealth Management increased its United Parcel Service (UPS) stake by 26% in Q2 2022, buying an estimated $440K and bringing the position to 11,824 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

B. Riley Wealth Management first reported a position in UPS in Q1 2014 and has held it in 18 quarters since. The position peaked at $2.02M in Q1 2022. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • B. Riley Wealth Management held 11,824 shares of United Parcel Service worth $2.16K as of Q2 2022.
  • B. Riley Wealth Management bought 2,414 United Parcel Service shares in Q2 2022, an estimated $440K.
  • United Parcel Service made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #206 holding.
  • B. Riley Wealth Management first reported a position in United Parcel Service in Q1 2014 and has held it in 18 quarters since.
  • B. Riley Wealth Management's United Parcel Service position peaked at $2.02M in Q1 2022.
  • 2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.