Blodgett Wealth Advisors’s United Parcel Service UPS Stock Holding History

Blodgett Wealth Advisors’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 Q4	–	Sell	-2,617	Closed	-$408K	–	63
2023 Q3	$408K	Buy	2,617 +3	+0.1%	+$518	0.45%	37
2023 Q2	$469K	Buy	2,614 +3	+0.1%	+$533	0.49%	36
2023 Q1	$506K	Sell	2,611 -10	-0.4%	-$1.83K	0.59%	35
2022 Q4	$456K	Buy	2,621 +3	+0.1%	+$519	0.55%	36
2022 Q3	$423K	Sell	2,618 -73	-3%	-$13.8K	0.51%	39
2022 Q2	$491K	Sell	2,691 -422	-14%	-$77K	0.54%	39
2022 Q1	$668K	Buy	3,113 +2	+0.1%	+$425	0.56%	39
2021 Q4	$667K	Buy	+3,111	New	+$633K	0.52%	44

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Blodgett Wealth Advisors's UPS Position: Q4 2023 in Review

Blodgett Wealth Advisors sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 2,617 shares — an estimated $408K sold.

Blodgett Wealth Advisors first reported a position in UPS in Q4 2021 and held it in 8 quarters. The position peaked at $668K in Q1 2022. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

Blodgett Wealth Advisors reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
Blodgett Wealth Advisors sold 2,617 United Parcel Service shares in Q4 2023, an estimated $408K.
Blodgett Wealth Advisors first reported a position in United Parcel Service in Q4 2021 and held it in 8 quarters.
Blodgett Wealth Advisors's United Parcel Service position peaked at $668K in Q1 2022.
2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Blodgett Wealth Advisors's 13F filing for Q4 2023, filed 2 Feb 2024.