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UPS icon

Brightworth’s United Parcel Service UPS Stock Holding History

Brightworth’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 		$669K Buy
4,139
+25
+0.6% +$4.73K 0.07% 84
2022
Q2 		$751K Buy
4,114
+265
+7% +$48.3K 0.08% 81
2022
Q1 		$825K Sell
3,849
-100
-3% -$21.2K 0.08% 74
2021
Q4 		$846K Sell
3,949
-1,353
-26% -$275K 0.08% 71
2021
Q3 		$965K Buy
5,302
+1,461
+38% +$288K 0.09% 65
2021
Q2 		$799K Buy
3,841
+238
+7% +$47.6K 0.07% 63
2021
Q1 		$612K Sell
3,603
-318
-8% -$51.4K 0.06% 65
2020
Q4 		$660K Buy
3,921
+605
+18% +$102K 0.07% 58
2020
Q3 		$552K Buy
3,316
+391
+13% +$56.9K 0.06% 58
2020
Q2 		$325K Buy
2,925
+658
+29% +$65.7K 0.05% 68
2020
Q1 		$212K Buy
2,267
+363
+19% +$37.6K 0.04% 75
2019
Q4 		$223K Buy
1,904
+67
+4% +$7.93K 0.04% 89
2019
Q3 		$220K Buy
+1,837
New +$210K 0.05% 87
2019
Q2 		– Sell
-2,127
Closed -$238K – 94
2019
Q1 		$238K Buy
+2,127
New +$226K 0.05% 87
2018
Q4 		– Sell
-1,918
Closed -$224K – 99
2018
Q3 		$224K Sell
1,918
-20
-1% -$2.35K 0.05% 89
2018
Q2 		$206K Buy
+1,938
New +$218K 0.05% 87
2018
Q1 		– Sell
-1,690
Closed -$201K – 136
2017
Q4 		$201K Buy
1,690
+1
+0.1% +$118 0.05% 115
2017
Q3 		$203K Buy
+1,689
New +$192K 0.05% 124

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

Brightworth's UPS Position: Q3 2022 in Review

Brightworth increased its United Parcel Service (UPS) stake by 0.61% in Q3 2022, buying an estimated $4.73K and bringing the position to 4,139 shares worth $669K. The position accounts for 0.07% of the portfolio, ranked #84.

Brightworth first reported a position in UPS in Q3 2017 and has held it in 18 quarters since. The position peaked at $965K in Q3 2021. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • Brightworth held 4,139 shares of United Parcel Service worth $669K as of Q3 2022.
  • Brightworth bought 25 United Parcel Service shares in Q3 2022, an estimated $4.73K.
  • United Parcel Service made up 0.07% of Brightworth's portfolio in Q3 2022, its #84 holding.
  • Brightworth first reported a position in United Parcel Service in Q3 2017 and has held it in 18 quarters since.
  • Brightworth's United Parcel Service position peaked at $965K in Q3 2021.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.