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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

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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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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. 2,124 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.
  • 2,124 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.