Caliber Wealth Management (Utah)’s United Parcel Service UPS Stock Holding History

Caliber Wealth Management (Utah)’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
2024 Q1	$2.07M	Buy	13,925 +873	+7%	+$133K	1.1%	42
2023 Q4	$2.05M	Buy	13,052 +691	+6%	+$104K	1.21%	39
2023 Q3	$1.93M	Buy	12,361 +194	+2%	+$33.5K	1.3%	38
2023 Q2	$2.18M	Buy	12,167 +1,278	+12%	+$227K	1.46%	25
2023 Q1	$2.11M	Buy	10,889 +658	+6%	+$121K	1.58%	21
2022 Q4	$1.78M	Sell	10,231 -80	-0.8%	-$13.8K	1.36%	27
2022 Q3	$1.67M	Buy	10,311 +836	+9%	+$158K	1.32%	34
2022 Q2	$1.73M	Buy	9,475 +965	+11%	+$176K	1.35%	33
2022 Q1	$1.82M	Buy	+8,510	New	+$1.81M	1.16%	41

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Caliber Wealth Management (Utah)'s UPS Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its United Parcel Service (UPS) stake by 6.7% in Q1 2024, buying an estimated $133K and bringing the position to 13,925 shares worth $2.07M. The position accounts for 1.1% of the portfolio, ranked #42.

Caliber Wealth Management (Utah) first reported a position in UPS in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.18M in Q2 2023. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

Caliber Wealth Management (Utah) held 13,925 shares of United Parcel Service worth $2.07M as of Q1 2024.
Caliber Wealth Management (Utah) bought 873 United Parcel Service shares in Q1 2024, an estimated $133K.
United Parcel Service made up 1.1% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #42 holding.
Caliber Wealth Management (Utah) first reported a position in United Parcel Service in Q1 2022 and has held it in 9 quarters since.
Caliber Wealth Management (Utah)'s United Parcel Service position peaked at $2.18M in Q2 2023.
2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.