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Buckley Wealth Management’s United Parcel Service UPS Stock Holding History

Buckley Wealth 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
Q2 		– Sell
-1,900
Closed -$369K – 131
2023
Q1 		$369K Hold
1,900
– – 0.14% 89
2022
Q4 		$330K Hold
1,900
– – 0.12% 92
2022
Q3 		$307K Hold
1,900
– – 0.11% 99
2022
Q2 		$347K Buy
+1,900
New +$347K 0.11% 109
2022
Q1 		– Sell
-1,100
Closed -$236K – 163
2021
Q4 		$236K Hold
1,100
– – 0.07% 118
2021
Q3 		$200K Hold
1,100
– – 0.06% 128
2021
Q2 		$229K Buy
+1,100
New +$220K 0.08% 119

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buckley Wealth Management's UPS Position: Q2 2023 in Review

Buckley Wealth Management sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,900 shares — an estimated $369K sold.

Buckley Wealth Management first reported a position in UPS in Q2 2021 and held it in 7 quarters. The position peaked at $369K in Q1 2023. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • Buckley Wealth Management reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
  • Buckley Wealth Management sold 1,900 United Parcel Service shares in Q2 2023, an estimated $369K.
  • Buckley Wealth Management first reported a position in United Parcel Service in Q2 2021 and held it in 7 quarters.
  • Buckley Wealth Management's United Parcel Service position peaked at $369K in Q1 2023.
  • 2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Buckley Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.