Cetera Advisor Networks’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $31.2M | Buy |
209,741
+7,358
| +4% | +$1.12M | 0.15% | 130 |
|
|
2023
Q4 | $31.8M | Sell |
202,383
-659
| -0.3% | -$99.6K | 0.18% | 118 |
|
|
2023
Q3 | $31.6M | Buy |
203,042
+6,542
| +3% | +$1.13M | 0.2% | 112 |
|
|
2023
Q2 | $35.2M | Buy |
196,500
+9,955
| +5% | +$1.77M | 0.24% | 85 |
|
|
2023
Q1 | $36.2M | Buy |
186,545
+25,680
| +16% | +$4.71M | 0.27% | 83 |
|
|
2022
Q4 | $28M | Buy |
160,865
+34,597
| +27% | +$5.99M | 0.23% | 93 |
|
|
2022
Q3 | $20.4M | Buy |
126,268
+1,650
| +1% | +$312K | 0.25% | 88 |
|
|
2022
Q2 | $22.7M | Buy |
124,618
+10,695
| +9% | +$1.95M | 0.29% | 70 |
|
|
2022
Q1 | $24.4M | Buy |
113,923
+3,823
| +3% | +$812K | 0.3% | 61 |
|
|
2021
Q4 | $23.6M | Buy |
110,100
+2,761
| +3% | +$562K | 0.29% | 69 |
|
|
2021
Q3 | $19.5M | Buy |
107,339
+8,411
| +9% | +$1.66M | 0.26% | 74 |
|
|
2021
Q2 | $20.6M | Buy |
98,928
+28,791
| +41% | +$5.76M | 0.29% | 69 |
|
|
2021
Q1 | $11.9M | Buy |
70,137
+4,311
| +7% | +$697K | 0.25% | 101 |
|
|
2020
Q4 | $11.1M | Buy |
65,826
+5,583
| +9% | +$942K | 0.26% | 100 |
|
|
2020
Q3 | $10M | Sell |
60,243
-2,707
| -4% | -$394K | 0.26% | 87 |
|
|
2020
Q2 | $7M | Buy |
62,950
+1,183
| +2% | +$118K | 0.19% | 121 |
|
|
2020
Q1 | $5.77M | Buy |
61,767
+1,158
| +2% | +$120K | 0.19% | 117 |
|
|
2019
Q4 | $7.1M | Buy |
60,609
+755
| +1% | +$89.4K | 0.19% | 106 |
|
|
2019
Q3 | $7.18M | Sell |
59,854
-1,219
| -2% | -$139K | 0.22% | 95 |
|
|
2019
Q2 | $6.3M | Buy |
61,073
+3,590
| +6% | +$373K | 0.19% | 103 |
|
|
2019
Q1 | $6.42M | Buy |
57,483
+13,089
| +29% | +$1.39M | 0.21% | 104 |
|
|
2018
Q4 | $4.33M | Sell |
44,394
-6,641
| -13% | -$720K | 0.17% | 121 |
|
|
2018
Q3 | $5.98M | Buy |
+51,035
| New | +$6.01M | 0.21% | 98 |
|
|
2018
Q2 | – | Sell |
-41,100
| Closed | -$4.29M | – | 925 |
|
|
2018
Q1 | $4.29M | Buy |
41,100
+6,417
| +19% | +$742K | 0.19% | 112 |
|
|
2017
Q4 | $4.14M | Buy |
34,683
+12,740
| +58% | +$1.5M | 0.17% | 132 |
|
|
2017
Q3 | $2.64M | Buy |
21,943
+706
| +3% | +$80.3K | 0.12% | 158 |
|
|
2017
Q2 | $2.35M | Sell |
21,237
-659
| -3% | -$70.4K | 0.11% | 173 |
|
|
2017
Q1 | $2.34M | Buy |
21,896
+1,652
| +8% | +$181K | 0.11% | 178 |
|
|
2016
Q4 | $2.32M | Sell |
20,244
-11,382
| -36% | -$1.28M | 0.12% | 171 |
|
|
2016
Q3 | $3.46M | Buy |
31,626
+11,467
| +57% | +$1.25M | 0.13% | 164 |
|
|
2016
Q2 | $2.16M | Buy |
20,159
+354
| +2% | +$36.8K | 0.13% | 173 |
|
|
2016
Q1 | $2.08M | Buy |
19,805
+2,373
| +14% | +$231K | 0.13% | 165 |
|
|
2015
Q4 | $1.68M | Buy |
17,432
+1,303
| +8% | +$133K | 0.11% | 190 |
|
|
2015
Q3 | $1.59M | Buy |
16,129
+1,067
| +7% | +$105K | 0.11% | 191 |
|
|
2015
Q2 | $1.46M | Hold |
15,062
| – | – | 0.09% | 220 |
|
|
2015
Q1 | $1.46M | Sell |
15,062
-98
| -0.6% | -$10.1K | 0.09% | 220 |
|
|
2014
Q4 | $1.69M | Sell |
15,160
-788
| -5% | -$83.2K | 0.12% | 179 |
|
|
2014
Q3 | $1.57M | Sell |
15,948
-399
| -2% | -$39.6K | 0.11% | 193 |
|
|
2014
Q2 | $1.68M | Sell |
16,347
-777
| -5% | -$78K | 0.11% | 204 |
|
|
2014
Q1 | $1.67M | Sell |
17,124
-515
| -3% | -$50.2K | 0.12% | 185 |
|
|
2013
Q4 | $1.86M | Sell |
17,639
-898
| -5% | -$88.5K | 0.14% | 155 |
|
|
2013
Q3 | $1.69M | Buy |
18,537
+1,993
| +12% | +$175K | 0.15% | 146 |
|
|
2013
Q2 | $1.43M | Buy |
+16,544
| New | +$1.42M | 0.14% | 153 |
|
Other funds holding UPS
Cetera Advisor Networks's UPS Position: Q1 2024 in Review
Cetera Advisor Networks increased its United Parcel Service (UPS) stake by 3.6% in Q1 2024, buying an estimated $1.12M and bringing the position to 209,741 shares worth $31.2M. The position accounts for 0.15% of the portfolio, ranked #130.
Cetera Advisor Networks first reported a position in UPS in Q2 2013 and has held it in 43 quarters since. The position peaked at $36.2M in Q1 2023. 2,213 funds tracked by Wall St. Rank hold UPS as of Q1 2024.
- Cetera Advisor Networks held 209,741 shares of United Parcel Service worth $31.2M as of Q1 2024.
- Cetera Advisor Networks bought 7,358 United Parcel Service shares in Q1 2024, an estimated $1.12M.
- United Parcel Service made up 0.15% of Cetera Advisor Networks's portfolio in Q1 2024, its #130 holding.
- Cetera Advisor Networks first reported a position in United Parcel Service in Q2 2013 and has held it in 43 quarters since.
- Cetera Advisor Networks's United Parcel Service position peaked at $36.2M in Q1 2023.
- 2,213 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.
Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.