Goldstein Advisors’s United Parcel Service UPS Stock Holding History

Goldstein Advisors’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 Q1	–	Sell	-1,849	Closed	-$321K	–	169
2022 Q4	$321K	Buy	+1,849	New	+$320K	0.08%	96

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldstein Advisors's UPS Position: Q1 2023 in Review

Goldstein Advisors sold out of United Parcel Service (UPS) in Q1 2023, closing a stake of 1,849 shares — an estimated $321K sold.

Goldstein Advisors first reported a position in UPS in Q4 2022 and held it in 1 quarter. The position peaked at $321K in Q4 2022. 2,261 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

Goldstein Advisors reported no remaining United Parcel Service position as of Q1 2023 after selling out during the quarter.
Goldstein Advisors sold 1,849 United Parcel Service shares in Q1 2023, an estimated $321K.
Goldstein Advisors first reported a position in United Parcel Service in Q4 2022 and held it in 1 quarter.
Goldstein Advisors's United Parcel Service position peaked at $321K in Q4 2022.
2,261 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on Goldstein Advisors's 13F filing for Q1 2023, filed 9 May 2023.