Cyrus J. Lawrence’s United Parcel Service UPS Stock Holding History

Cyrus J. Lawrence’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 Q1	–	Sell	-125	Closed	-$22K	–	202
2022 Q4	$22K	Hold	125	–	–	0.01%	170
2022 Q3	$20K	Sell	125 -15	-11%	-$2.84K	﹤0.01%	159
2022 Q2	$26K	Hold	140	–	–	0.01%	185
2022 Q1	$30K	Buy	+140	New	+$29.7K	0.01%	177

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

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

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

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

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

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

Cyrus J. Lawrence's UPS Position: Q1 2023 in Review

Cyrus J. Lawrence sold out of United Parcel Service (UPS) in Q1 2023, closing a stake of 125 shares — an estimated $22K sold.

Cyrus J. Lawrence first reported a position in UPS in Q1 2022 and held it in 4 quarters. The position peaked at $30K in Q1 2022. 2,258 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

Cyrus J. Lawrence reported no remaining United Parcel Service position as of Q1 2023 after selling out during the quarter.
Cyrus J. Lawrence sold 125 United Parcel Service shares in Q1 2023, an estimated $22K.
Cyrus J. Lawrence first reported a position in United Parcel Service in Q1 2022 and held it in 4 quarters.
Cyrus J. Lawrence's United Parcel Service position peaked at $30K in Q1 2022.
2,258 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on Cyrus J. Lawrence's 13F filing for Q1 2023, filed 12 May 2023.