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Capstone Wealth Management Group (Pennsylvania)’s United Parcel Service UPS Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		– Sell
-1,448
Closed -$264K – 60
2022
Q2 		$264K Buy
1,448
+9
+0.6% +$1.64K 0.32% 52
2022
Q1 		$309K Buy
1,439
+4
+0.3% +$850 0.31% 52
2021
Q4 		$308K Buy
+1,435
New +$292K 0.25% 62

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

Capstone Wealth Management Group (Pennsylvania)'s UPS Position: Q3 2022 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of United Parcel Service (UPS) in Q3 2022, closing a stake of 1,448 shares — an estimated $264K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in UPS in Q4 2021 and held it in 3 quarters. The position peaked at $309K in Q1 2022. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining United Parcel Service position as of Q3 2022 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 1,448 United Parcel Service shares in Q3 2022, an estimated $264K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in United Parcel Service in Q4 2021 and held it in 3 quarters.
  • Capstone Wealth Management Group (Pennsylvania)'s United Parcel Service position peaked at $309K in Q1 2022.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q3 2022, filed 10 Nov 2022.