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Baldrige Asset Management’s United Parcel Service UPS Stock Holding History

Baldrige Asset 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
2023
Q1 		$7K Buy
38
+7
+23% +$1.28K ﹤0.01% 280
2022
Q4 		$5K Hold
31
– – ﹤0.01% 270
2022
Q3 		$5K Hold
31
– – ﹤0.01% 267
2022
Q2 		$6K Hold
31
– – ﹤0.01% 269
2022
Q1 		$7K Hold
31
– – ﹤0.01% 275
2021
Q4 		$7K Hold
31
– – ﹤0.01% 287
2021
Q3 		$6K Hold
31
– – ﹤0.01% 310
2021
Q2 		$6K Buy
+31
New +$6.2K ﹤0.01% 319

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baldrige Asset Management's UPS Position: Q1 2023 in Review

Baldrige Asset Management increased its United Parcel Service (UPS) stake by 23% in Q1 2023, buying an estimated $1.28K and bringing the position to 38 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Baldrige Asset Management first reported a position in UPS in Q2 2021 and has held it in 8 quarters since. 2,258 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

  • Baldrige Asset Management held 38 shares of United Parcel Service worth $7K as of Q1 2023.
  • Baldrige Asset Management bought 7 United Parcel Service shares in Q1 2023, an estimated $1.28K.
  • United Parcel Service made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #280 holding.
  • Baldrige Asset Management first reported a position in United Parcel Service in Q2 2021 and has held it in 8 quarters since.
  • 2,258 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.