Becker Capital Management’s United Parcel Service UPS Stock Holding History

Becker Capital 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 Q3	–	Sell	-1,380	Closed	-$247K	–	275
2023 Q2	$247K	Sell	1,380 -25	-2%	-$4.44K	0.01%	253
2023 Q1	$273K	Buy	1,405 +45	+3%	+$8.26K	0.01%	232
2022 Q4	$236K	Sell	1,360 -146	-10%	-$25.3K	0.01%	177
2022 Q3	$243K	Sell	1,506 -80	-5%	-$15.1K	0.01%	176
2022 Q2	$290K	Buy	1,586 +1	+0.1%	+$182	0.01%	176
2022 Q1	$340K	Buy	1,585 +8	+0.5%	+$1.7K	0.01%	170
2021 Q4	$338K	Sell	1,577 -227	-13%	-$46.2K	0.01%	169
2021 Q3	$329K	Buy	1,804 +82	+5%	+$16.2K	0.01%	170
2021 Q2	$358K	Buy	1,722 +286	+20%	+$57.2K	0.02%	167
2021 Q1	$244K	Buy	1,436 +50	+4%	+$8.09K	0.01%	180
2020 Q4	$233K	Buy	+1,386	New	+$234K	0.01%	172
2019 Q3	–	Sell	-2,025	Closed	-$209K	–	166
2019 Q2	$209K	Sell	2,025 -1,133	-36%	-$118K	0.01%	166
2019 Q1	$353K	Buy	+3,158	New	+$335K	0.01%	159

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Becker Capital Management's UPS Position: Q3 2023 in Review

Becker Capital Management sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 1,380 shares — an estimated $247K sold.

Becker Capital Management first reported a position in UPS in Q1 2019 and held it in 13 quarters. The position peaked at $358K in Q2 2021. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

Becker Capital Management reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
Becker Capital Management sold 1,380 United Parcel Service shares in Q3 2023, an estimated $247K.
Becker Capital Management first reported a position in United Parcel Service in Q1 2019 and held it in 13 quarters.
Becker Capital Management's United Parcel Service position peaked at $358K in Q2 2021.
2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Becker Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.