Hamilton Wealth’s United Parcel Service UPS Stock Holding History

Hamilton 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
2023 Q1	–	Sell	-1,238	Closed	-$215K	–	109
2022 Q4	$215K	Buy	+1,238	New	+$214K	0.09%	81

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Hamilton Wealth's UPS Position: Q1 2023 in Review

Hamilton Wealth sold out of United Parcel Service (UPS) in Q1 2023, closing a stake of 1,238 shares — an estimated $215K sold.

Hamilton Wealth first reported a position in UPS in Q4 2022 and held it in 1 quarter. The position peaked at $215K in Q4 2022. 2,258 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

Hamilton Wealth reported no remaining United Parcel Service position as of Q1 2023 after selling out during the quarter.
Hamilton Wealth sold 1,238 United Parcel Service shares in Q1 2023, an estimated $215K.
Hamilton Wealth first reported a position in United Parcel Service in Q4 2022 and held it in 1 quarter.
Hamilton Wealth's United Parcel Service position peaked at $215K in Q4 2022.
2,258 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on Hamilton Wealth's 13F filing for Q1 2023, filed 8 May 2023.