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Better Money Decisions’s United Parcel Service UPS Stock Holding History

Better Money Decisions’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
-56
Closed -$10K – 411
2022
Q2 		$10K Buy
+56
New +$10.2K 0.01% 320
2021
Q4 		– Sell
-101
Closed -$18K – 539
2021
Q3 		$18K Hold
101
– – 0.01% 301
2021
Q2 		$21K Buy
101
+51
+102% +$10.2K 0.02% 264
2021
Q1 		$9K Buy
+50
New +$8.09K 0.01% 365

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

Better Money Decisions's UPS Position: Q3 2022 in Review

Better Money Decisions sold out of United Parcel Service (UPS) in Q3 2022, closing a stake of 56 shares — an estimated $10K sold.

Better Money Decisions first reported a position in UPS in Q1 2021 and held it in 4 quarters. The position peaked at $21K in Q2 2021. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • Better Money Decisions reported no remaining United Parcel Service position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 56 United Parcel Service shares in Q3 2022, an estimated $10K.
  • Better Money Decisions first reported a position in United Parcel Service in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's United Parcel Service position peaked at $21K in Q2 2021.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.