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

Endurance 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 Q2	–	Sell	-10	Closed	-$2K	–	651
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	617
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	601
2021 Q3	$2K	Sell	10 -40	-80%	-$7.9K	﹤0.01%	610
2021 Q2	$10K	Hold	50	–	–	﹤0.01%	524
2021 Q1	$8K	Hold	50	–	–	﹤0.01%	552
2020 Q4	$8K	Hold	50	–	–	﹤0.01%	516
2020 Q3	$8K	Hold	50	–	–	﹤0.01%	508
2020 Q2	$6K	Hold	50	–	–	﹤0.01%	509
2020 Q1	$5K	Sell	50 -75	-60%	-$7.77K	﹤0.01%	475
2019 Q4	$15K	Hold	125	–	–	﹤0.01%	387
2019 Q3	$15K	Hold	125	–	–	﹤0.01%	383
2019 Q2	$13K	Hold	125	–	–	﹤0.01%	375
2019 Q1	$14K	Hold	125	–	–	﹤0.01%	359
2018 Q4	$12K	Hold	125	–	–	﹤0.01%	360
2018 Q3	$15K	Hold	125	–	–	﹤0.01%	370
2018 Q2	$13K	Hold	125	–	–	﹤0.01%	385
2018 Q1	$13K	Hold	125	–	–	﹤0.01%	407
2017 Q4	$15K	Hold	125	–	–	﹤0.01%	379
2017 Q3	$15K	Hold	125	–	–	﹤0.01%	373
2017 Q2	$14K	Hold	125	–	–	﹤0.01%	388
2017 Q1	$13K	Hold	125	–	–	﹤0.01%	393
2016 Q4	$14K	Hold	125	–	–	﹤0.01%	367
2016 Q3	$14K	Hold	125	–	–	﹤0.01%	369
2016 Q2	$13K	Hold	125	–	–	﹤0.01%	364
2016 Q1	$13	Hold	125	–	–	﹤0.01%	368
2015 Q4	$12K	Hold	125	–	–	﹤0.01%	383
2015 Q3	$13K	Sell	125 -225	-64%	-$22.2K	﹤0.01%	377
2015 Q2	$34K	Buy	+350	New	+$34.8K	0.01%	308

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Endurance Wealth Management's UPS Position: Q2 2022 in Review

Endurance Wealth Management sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 10 shares — an estimated $2K sold.

Endurance Wealth Management first reported a position in UPS in Q2 2015 and held it in 28 quarters. The position peaked at $34K in Q2 2015. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

Endurance Wealth Management reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
Endurance Wealth Management sold 10 United Parcel Service shares in Q2 2022, an estimated $2K.
Endurance Wealth Management first reported a position in United Parcel Service in Q2 2015 and held it in 28 quarters.
Endurance Wealth Management's United Parcel Service position peaked at $34K in Q2 2015.
2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Endurance Wealth Management's 13F filing for Q2 2022, filed 20 Jul 2022.