Bickling Financial Services’s United Parcel Service UPS Stock Holding History

Bickling Financial Services’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 Q4	$204K	Buy	+1,175	New	+$203K	0.13%	114
2022 Q3	–	Sell	-1,181	Closed	-$216K	–	121
2022 Q2	$216K	Sell	1,181 -24	-2%	-$4.38K	0.14%	111
2022 Q1	$258K	Buy	1,205 +7	+0.6%	+$1.49K	0.13%	111
2021 Q4	$257K	Buy	1,198 +42	+4%	+$8.54K	0.12%	112
2021 Q3	$211K	Buy	1,156 +6	+0.5%	+$1.18K	0.11%	116
2021 Q2	$239K	Buy	+1,150	New	+$230K	0.11%	115

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bickling Financial Services's UPS Position: Q4 2022 in Review

Bickling Financial Services opened a new position in United Parcel Service (UPS) in Q4 2022: 1,175 shares worth $204K. The stake represents 0.13% of the portfolio and ranks #114 among its holdings. This is a return to the name: Bickling Financial Services previously reported a position in UPS as recently as Q2 2022.

Bickling Financial Services first reported a position in UPS in Q2 2021 and has held it in 6 quarters since. The position peaked at $258K in Q1 2022. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

Bickling Financial Services held 1,175 shares of United Parcel Service worth $204K as of Q4 2022.
United Parcel Service was a new Bickling Financial Services position in Q4 2022.
United Parcel Service made up 0.13% of Bickling Financial Services's portfolio in Q4 2022, its #114 holding.
Bickling Financial Services first reported a position in United Parcel Service in Q2 2021 and has held it in 6 quarters since.
Bickling Financial Services's United Parcel Service position peaked at $258K in Q1 2022.
2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.