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ERn Financial LLC’s United Parcel Service UPS Stock Holding History

ERn Financial LLC’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
Q4 		– Sell
-1,372
Closed -$214K – 178
2023
Q3 		$214K Sell
1,372
-174
-11% -$30K 0.05% 158
2023
Q2 		$277K Buy
+1,546
New +$274K 0.06% 152

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ERn Financial LLC's UPS Position: Q4 2023 in Review

ERn Financial LLC sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 1,372 shares — an estimated $214K sold.

ERn Financial LLC first reported a position in UPS in Q2 2023 and held it in 2 quarters. The position peaked at $277K in Q2 2023. 2,260 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • ERn Financial LLC reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • ERn Financial LLC sold 1,372 United Parcel Service shares in Q4 2023, an estimated $214K.
  • ERn Financial LLC first reported a position in United Parcel Service in Q2 2023 and held it in 2 quarters.
  • ERn Financial LLC's United Parcel Service position peaked at $277K in Q2 2023.
  • 2,260 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on ERn Financial LLC's 13F filing for Q4 2023, filed 19 Jan 2024.