Graves Light Lenhart Wealth’s United Parcel Service UPS Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-350	Closed	-$64K	–	575
2022 Q2	$64K	Hold	350	–	–	0.01%	280
2022 Q1	$75K	Hold	350	–	–	0.01%	309
2021 Q4	$75K	Sell	350 -26	-7%	-$5.29K	0.01%	347
2021 Q3	$68K	Hold	376	–	–	0.01%	333
2021 Q2	$78K	Hold	376	–	–	0.01%	321
2021 Q1	$64K	Hold	376	–	–	0.01%	345
2020 Q4	$63K	Buy	+376	New	+$63.5K	0.01%	338

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 $3.38T AUM 44.17% 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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Graves Light Lenhart Wealth's UPS Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of United Parcel Service (UPS) in Q3 2022, closing a stake of 350 shares — an estimated $64K sold.

Graves Light Lenhart Wealth first reported a position in UPS in Q4 2020 and held it in 7 quarters. The position peaked at $78K in Q2 2021. 2,127 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining United Parcel Service position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 350 United Parcel Service shares in Q3 2022, an estimated $64K.
Graves Light Lenhart Wealth first reported a position in United Parcel Service in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's United Parcel Service position peaked at $78K in Q2 2021.
2,127 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.