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

Filbrandt 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
2021
Q3 		$4K Hold
20
– – ﹤0.01% 155
2021
Q2 		$4K Sell
20
-1
-5% -$200 ﹤0.01% 150
2021
Q1 		$4K Buy
+21
New +$3.4K ﹤0.01% 142

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Filbrandt Wealth Management's UPS Position: Q3 2021 in Review

Filbrandt Wealth Management held its United Parcel Service (UPS) position steady in Q3 2021 at 20 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #155.

Filbrandt Wealth Management first reported a position in UPS in Q1 2021 and has held it in 3 quarters since. 1,976 funds tracked by Wall St. Rank hold UPS as of Q3 2021.

  • Filbrandt Wealth Management held 20 shares of United Parcel Service worth $4K as of Q3 2021.
  • Filbrandt Wealth Management left its United Parcel Service share count unchanged in Q3 2021.
  • United Parcel Service made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #155 holding.
  • Filbrandt Wealth Management first reported a position in United Parcel Service in Q1 2021 and has held it in 3 quarters since.
  • 1,976 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.