Goodwin Investment Advisory’s United Parcel Service UPS Stock Holding History

Goodwin Investment Advisory’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
2022 Q1	–	Sell	-1,114	Closed	-$239K	–	231
2021 Q4	$239K	Sell	1,114 -12	-1%	-$2.44K	0.18%	40
2021 Q3	$205K	Buy	+1,126	New	+$222K	0.2%	35
2021 Q2	–	Sell	-1,141	Closed	-$194K	–	153
2021 Q1	$194K	Hold	1,141	–	–	0.23%	27
2020 Q4	$192K	Buy	+1,141	New	+$193K	0.23%	28

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goodwin Investment Advisory's UPS Position: Q1 2022 in Review

Goodwin Investment Advisory sold out of United Parcel Service (UPS) in Q1 2022, closing a stake of 1,114 shares — an estimated $239K sold.

Goodwin Investment Advisory first reported a position in UPS in Q4 2020 and held it in 4 quarters. The position peaked at $239K in Q4 2021. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

Goodwin Investment Advisory reported no remaining United Parcel Service position as of Q1 2022 after selling out during the quarter.
Goodwin Investment Advisory sold 1,114 United Parcel Service shares in Q1 2022, an estimated $239K.
Goodwin Investment Advisory first reported a position in United Parcel Service in Q4 2020 and held it in 4 quarters.
Goodwin Investment Advisory's United Parcel Service position peaked at $239K in Q4 2021.
2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Goodwin Investment Advisory's 13F filing for Q1 2022, filed 16 May 2022.