CFAM
UPS icon

Center For Asset Management’s United Parcel Service UPS Stock Holding History

Center For Asset 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
-2,608
Closed -$506K – 134
2023
Q1 		$506K Buy
2,608
+1,274
+96% +$234K 0.49% 51
2022
Q4 		$232K Buy
1,334
+21
+2% +$3.63K 0.22% 101
2022
Q3 		$212K Buy
+1,313
New +$249K 0.21% 102

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

Center For Asset Management's UPS Position: Q2 2023 in Review

Center For Asset Management sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 2,608 shares — an estimated $506K sold.

Center For Asset Management first reported a position in UPS in Q3 2022 and held it in 3 quarters. The position peaked at $506K in Q1 2023. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • Center For Asset Management reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
  • Center For Asset Management sold 2,608 United Parcel Service shares in Q2 2023, an estimated $506K.
  • Center For Asset Management first reported a position in United Parcel Service in Q3 2022 and held it in 3 quarters.
  • Center For Asset Management's United Parcel Service position peaked at $506K in Q1 2023.
  • 2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Center For Asset Management's 13F filing for Q2 2023, filed 24 Jul 2023.