Cedar Brook Financial Partners’s United Parcel Service UPS Stock Holding History

Cedar Brook Financial Partners’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	-1,092	Closed	-$212K	–	422
2023 Q1	$212K	Buy	+1,092	New	+$200K	0.05%	356
2021 Q3	–	Sell	-1,049	Closed	-$218K	–	379
2021 Q2	$218K	Buy	+1,049	New	+$210K	0.06%	342
2020 Q1	–	Sell	-3,110	Closed	-$364K	–	299
2019 Q4	$364K	Buy	3,110 +37	+1%	+$4.38K	0.15%	176
2019 Q3	$368K	Buy	3,073 +3	+0.1%	+$343	0.16%	182
2019 Q2	$317K	Sell	3,070 -205	-6%	-$21.3K	0.15%	198
2019 Q1	$366K	Sell	3,275 -103	-3%	-$10.9K	0.18%	175
2018 Q4	$329K	Buy	+3,378	New	+$366K	0.2%	161

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cedar Brook Financial Partners's UPS Position: Q2 2023 in Review

Cedar Brook Financial Partners sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,092 shares — an estimated $212K sold.

Cedar Brook Financial Partners first reported a position in UPS in Q4 2018 and held it in 7 quarters. The position peaked at $368K in Q3 2019. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

Cedar Brook Financial Partners reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 1,092 United Parcel Service shares in Q2 2023, an estimated $212K.
Cedar Brook Financial Partners first reported a position in United Parcel Service in Q4 2018 and held it in 7 quarters.
Cedar Brook Financial Partners's United Parcel Service position peaked at $368K in Q3 2019.
2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2023, filed 5 Jul 2023.