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Emerson Wealth’s United Parcel Service UPS Stock Holding History

Emerson Wealth’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
Q2 		$3K Buy
19
+5
+36% +$912 ﹤0.01% 58
2022
Q1 		$3K Buy
14
+4
+40% +$850 ﹤0.01% 56
2021
Q4 		$2K Buy
10
+5
+100% +$1.02K ﹤0.01% 50
2021
Q3 		$1K Buy
+5
New +$987 ﹤0.01% 39

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Emerson Wealth's UPS Position: Q2 2022 in Review

Emerson Wealth increased its United Parcel Service (UPS) stake by 36% in Q2 2022, buying an estimated $912 and bringing the position to 19 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #58.

Emerson Wealth first reported a position in UPS in Q3 2021 and has held it in 4 quarters since. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • Emerson Wealth held 19 shares of United Parcel Service worth $3K as of Q2 2022.
  • Emerson Wealth bought 5 United Parcel Service shares in Q2 2022, an estimated $912.
  • United Parcel Service made up ﹤0.01% of Emerson Wealth's portfolio in Q2 2022, its #58 holding.
  • Emerson Wealth first reported a position in United Parcel Service in Q3 2021 and has held it in 4 quarters since.
  • 2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.