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Barber Financial Group’s United Parcel Service UPS Stock Holding History

Barber Financial Group’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 		– Sell
-1,869
Closed -$401K – 181
2022
Q1 		$401K Buy
1,869
+11
+0.6% +$2.34K 0.05% 94
2021
Q4 		$398K Sell
1,858
-761
-29% -$155K 0.05% 106
2021
Q3 		$477K Buy
2,619
+216
+9% +$42.6K 0.06% 90
2021
Q2 		$500K Buy
+2,403
New +$481K 0.07% 89

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

Barber Financial Group's UPS Position: Q2 2022 in Review

Barber Financial Group sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 1,869 shares — an estimated $401K sold.

Barber Financial Group first reported a position in UPS in Q2 2021 and held it in 4 quarters. The position peaked at $500K in Q2 2021. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • Barber Financial Group reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
  • Barber Financial Group sold 1,869 United Parcel Service shares in Q2 2022, an estimated $401K.
  • Barber Financial Group first reported a position in United Parcel Service in Q2 2021 and held it in 4 quarters.
  • Barber Financial Group's United Parcel Service position peaked at $500K in Q2 2021.
  • 2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Barber Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.