Disciplined Investments’s United Parcel Service UPS Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-109	Closed	-$19.5K	–	1465
2023 Q2	$19.5K	Sell	109 -145	-57%	-$25.7K	0.01%	288
2023 Q1	$49.2K	Sell	254 -2	-0.8%	-$367	0.02%	223
2022 Q4	$44.4K	Buy	256 +6	+2%	+$1.04K	0.02%	215
2022 Q3	$40K	Sell	250 -13	-5%	-$2.46K	0.02%	242
2022 Q2	$48K	Buy	263 +164	+166%	+$29.9K	0.02%	223
2022 Q1	$21K	Sell	99 -59	-37%	-$12.5K	0.01%	326
2021 Q4	$34K	Buy	158 +100	+172%	+$20.3K	0.02%	249
2021 Q3	$11K	Hold	58	–	–	0.01%	305
2021 Q2	$12K	Hold	58	–	–	0.01%	294
2021 Q1	$10K	Buy	58 +1	+2%	+$162	0.01%	258
2020 Q4	$10K	Hold	57	–	–	0.01%	229
2020 Q3	$10K	Sell	57 -113	-66%	-$16.5K	0.01%	263
2020 Q2	$19K	Sell	170 -1	-0.6%	-$100	0.01%	229
2020 Q1	$16K	Hold	171	–	–	0.02%	238
2019 Q4	$20K	Buy	+171	New	+$20.2K	0.02%	243

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Disciplined Investments's UPS Position: Q3 2023 in Review

Disciplined Investments sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 109 shares — an estimated $19.5K sold.

Disciplined Investments first reported a position in UPS in Q4 2019 and held it in 15 quarters. The position peaked at $49.2K in Q1 2023. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

Disciplined Investments reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 109 United Parcel Service shares in Q3 2023, an estimated $19.5K.
Disciplined Investments first reported a position in United Parcel Service in Q4 2019 and held it in 15 quarters.
Disciplined Investments's United Parcel Service position peaked at $49.2K in Q1 2023.
2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.