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Harrison & Co Wealth Management’s United Parcel Service UPS Stock Holding History

Harrison & Co Wealth Management’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
Q4 		$800K Buy
4,600
+86
+2% +$14.9K 0.77% 51
2022
Q3 		$729K Sell
4,514
-282
-6% -$53.4K 0.77% 53
2022
Q2 		$875K Buy
4,796
+410
+9% +$74.8K 0.83% 45
2022
Q1 		$941K Sell
4,386
-34
-0.8% -$7.22K 0.82% 48
2021
Q4 		$947K Buy
+4,420
New +$899K 0.8% 50

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harrison & Co Wealth Management's UPS Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its United Parcel Service (UPS) stake by 1.9% in Q4 2022, buying an estimated $14.9K and bringing the position to 4,600 shares worth $800K. The position accounts for 0.77% of the portfolio, ranked #51.

Harrison & Co Wealth Management first reported a position in UPS in Q4 2021 and has held it in 5 quarters since. The position peaked at $947K in Q4 2021. 2,231 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

  • Harrison & Co Wealth Management held 4,600 shares of United Parcel Service worth $800K as of Q4 2022.
  • Harrison & Co Wealth Management bought 86 United Parcel Service shares in Q4 2022, an estimated $14.9K.
  • United Parcel Service made up 0.77% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #51 holding.
  • Harrison & Co Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 5 quarters since.
  • Harrison & Co Wealth Management's United Parcel Service position peaked at $947K in Q4 2021.
  • 2,231 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.