Elmwood Wealth Management’s United Parcel Service UPS Stock Holding History

Elmwood Wealth 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
2022 Q1	–	Sell	-68	Closed	-$15K	–	310
2021 Q4	$15K	Buy	+68	New	+$13.8K	0.01%	265
2021 Q2	$14K	Hold	68	–	–	0.01%	239
2021 Q1	$12K	Buy	+68	New	+$11K	0.01%	242
2020 Q3	$8K	Hold	68	–	–	0.01%	196
2020 Q2	$8K	Buy	68 +24	+55%	+$2.4K	0.01%	196
2020 Q1	$4.57K	Buy	+44	New	+$4.56K	﹤0.01%	228
2019 Q4	–	Sell	-35	Closed	-$4K	–	233
2019 Q3	$4K	Hold	35	–	–	﹤0.01%	226
2019 Q2	$4K	Buy	35 +1	+3%	+$104	﹤0.01%	248
2019 Q1	$4K	Hold	34	–	–	﹤0.01%	243
2018 Q4	$3K	Hold	34	–	–	﹤0.01%	267
2018 Q3	$3.99K	Sell	34 -9	-21%	-$1.06K	﹤0.01%	242
2018 Q2	$4.67K	Sell	43 -1	-2%	-$112	﹤0.01%	229
2018 Q1	$4.57K	Buy	+44	New	+$5.09K	﹤0.01%	228

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Elmwood Wealth Management's UPS Position: Q1 2022 in Review

Elmwood Wealth Management sold out of United Parcel Service (UPS) in Q1 2022, closing a stake of 68 shares — an estimated $15K sold.

Elmwood Wealth Management first reported a position in UPS in Q1 2018 and held it in 13 quarters. The position peaked at $15K in Q4 2021. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

Elmwood Wealth Management reported no remaining United Parcel Service position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 68 United Parcel Service shares in Q1 2022, an estimated $15K.
Elmwood Wealth Management first reported a position in United Parcel Service in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's United Parcel Service position peaked at $15K in Q4 2021.
2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.