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Financial Architects (New Jersey)’s United Parcel Service UPS Stock Holding History

Financial Architects (New Jersey)’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
2019
Q3 		– Sell
-1,400
Closed -$145K – 1179
2019
Q2 		$145K Buy
+1,400
New +$146K 0.03% 307

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Architects (New Jersey)'s UPS Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its United Parcel Service (UPS) stake by 0.47% in Q2 2023, selling an estimated $6.75K and leaving 7,975 shares worth $1.43M. The position accounts for 0.22% of the portfolio, ranked #98.

Financial Architects (New Jersey) first reported a position in UPS in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.04M in Q4 2021. 2,250 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • Financial Architects (New Jersey) held 7,975 shares of United Parcel Service worth $1.43M as of Q2 2023.
  • Financial Architects (New Jersey) sold 38 United Parcel Service shares in Q2 2023, an estimated $6.75K.
  • United Parcel Service made up 0.22% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #98 holding.
  • Financial Architects (New Jersey) first reported a position in United Parcel Service in Q2 2013 and has held it in 36 quarters since.
  • Financial Architects (New Jersey)'s United Parcel Service position peaked at $2.04M in Q4 2021.
  • 2,250 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.