Financial Planning & Information Services’s United Parcel Service UPS Stock Holding History

Financial Planning & Information Services’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 Q2	–	Sell	-1,210	Closed	-$235K	–	89
2023 Q1	$235K	Hold	1,210	–	–	0.05%	75
2022 Q4	$210K	Buy	+1,210	New	+$209K	0.04%	80
2022 Q2	–	Sell	-996	Closed	-$214K	–	80
2022 Q1	$214K	Hold	996	–	–	0.05%	78
2021 Q4	$213K	Buy	+996	New	+$203K	0.05%	77
2021 Q3	–	Sell	-971	Closed	-$202K	–	75
2021 Q2	$202K	Buy	+971	New	+$194K	0.06%	70

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Planning & Information Services's UPS Position: Q2 2023 in Review

Financial Planning & Information Services sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,210 shares — an estimated $235K sold.

Financial Planning & Information Services first reported a position in UPS in Q2 2021 and held it in 5 quarters. The position peaked at $235K in Q1 2023. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

Financial Planning & Information Services reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
Financial Planning & Information Services sold 1,210 United Parcel Service shares in Q2 2023, an estimated $235K.
Financial Planning & Information Services first reported a position in United Parcel Service in Q2 2021 and held it in 5 quarters.
Financial Planning & Information Services's United Parcel Service position peaked at $235K in Q1 2023.
2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Financial Planning & Information Services's 13F filing for Q2 2023, filed 11 Aug 2023.