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

Baron 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
Q3 		– Sell
-530
Closed -$96.7K – 185
2022
Q2 		$96.7K Hold
530
– – 0.06% 59
2022
Q1 		$114K Hold
530
– – 0.07% 62
2021
Q4 		$114K Hold
530
– – 0.06% 64
2021
Q3 		$96.5K Hold
530
– – 0.06% 68
2021
Q2 		$110K Sell
530
-50
-9% -$10K 0.07% 63
2021
Q1 		$98.6K Buy
580
+190
+49% +$30.7K 0.07% 69
2020
Q4 		$65.7K Hold
390
– – 0.05% 79
2020
Q3 		$65K Buy
+390
New +$56.8K 0.06% 76

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Baron Financial Group's UPS Position: Q3 2022 in Review

Baron Financial Group sold out of United Parcel Service (UPS) in Q3 2022, closing a stake of 530 shares — an estimated $96.7K sold.

Baron Financial Group first reported a position in UPS in Q3 2020 and held it in 8 quarters. The position peaked at $114K in Q1 2022. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • Baron Financial Group reported no remaining United Parcel Service position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 530 United Parcel Service shares in Q3 2022, an estimated $96.7K.
  • Baron Financial Group first reported a position in United Parcel Service in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's United Parcel Service position peaked at $114K in Q1 2022.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.