Baker Boyer National Bank’s United Parcel Service UPS Stock Holding History

Baker Boyer National Bank’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	-1,547	Closed	-$241K	–	82
2023 Q3	$241K	Hold	1,547	–	–	0.1%	76
2023 Q2	$277K	Hold	1,547	–	–	0.1%	76
2023 Q1	$300K	Sell	1,547 -556	-26%	-$102K	0.12%	69
2022 Q4	$366K	Buy	2,103 +24	+1%	+$4.16K	0.15%	55
2022 Q3	$336K	Sell	2,079 -457	-18%	-$86.5K	0.15%	53
2022 Q2	$463K	Buy	2,536 +150	+6%	+$27.4K	0.23%	46
2022 Q1	$512K	Sell	2,386 -25	-1%	-$5.31K	0.25%	48
2021 Q4	$517K	Buy	+2,411	New	+$490K	0.24%	44
2021 Q2	$463K	Buy	+2,536	New	+$507K	0.23%	46
2018 Q1	$249K	Hold	2,375	–	–	0.75%	53
2017 Q4	$283K	Hold	2,375	–	–	0.85%	41
2017 Q3	$285K	Hold	2,375	–	–	0.94%	37
2017 Q2	$263K	Hold	2,375	–	–	1.05%	31
2017 Q1	$255K	Hold	2,375	–	–	1.04%	33
2016 Q4	$272K	Hold	2,375	–	–	1.18%	31
2016 Q3	$260K	Hold	2,375	–	–	1.07%	34
2016 Q2	$256K	Buy	+2,375	New	+$247K	1.17%	29

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baker Boyer National Bank's UPS Position: Q4 2023 in Review

Baker Boyer National Bank sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 1,547 shares — an estimated $241K sold.

Baker Boyer National Bank first reported a position in UPS in Q2 2016 and held it in 17 quarters. The position peaked at $517K in Q4 2021. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

Baker Boyer National Bank reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
Baker Boyer National Bank sold 1,547 United Parcel Service shares in Q4 2023, an estimated $241K.
Baker Boyer National Bank first reported a position in United Parcel Service in Q2 2016 and held it in 17 quarters.
Baker Boyer National Bank's United Parcel Service position peaked at $517K in Q4 2021.
2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Baker Boyer National Bank's 13F filing for Q4 2023, filed 12 Jan 2024.