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Dixon Hughes Goodman Wealth Advisors’s United Parcel Service UPS Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$128K Hold
599
– – 0.04% 214
2021
Q4 		$128K Buy
+599
New +$122K 0.04% 188

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's UPS Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its United Parcel Service (UPS) position steady in Q1 2022 at 599 shares worth $128K. The position accounts for 0.04% of the portfolio, ranked #214.

Dixon Hughes Goodman Wealth Advisors first reported a position in UPS in Q4 2021 and has held it in 2 quarters since. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 599 shares of United Parcel Service worth $128K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its United Parcel Service share count unchanged in Q1 2022.
  • United Parcel Service made up 0.04% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #214 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 2 quarters since.
  • 2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.