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Heritage Wealth Management (Arizona)’s United Parcel Service UPS Stock Holding History

Heritage Wealth Management (Arizona)’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 		$42.1K Buy
242
+135
+126% +$23.4K 0.01% 527
2022
Q3 		$17K Buy
107
+25
+30% +$4.73K 0.01% 571
2022
Q2 		$15K Sell
82
-300
-79% -$54.7K 0.01% 597
2022
Q1 		$82K Buy
+382
New +$81.2K 0.02% 394
2021
Q3 		$106K Sell
582
-70
-11% -$13.8K 0.04% 329
2021
Q2 		$136K Buy
+652
New +$130K 0.05% 282

Other funds holding UPS

Vanguard Group
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s UPS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its United Parcel Service (UPS) stake by 126% in Q4 2022, buying an estimated $23.4K and bringing the position to 242 shares worth $42.1K. The position accounts for 0.01% of the portfolio, ranked #527.

Heritage Wealth Management (Arizona) first reported a position in UPS in Q2 2021 and has held it in 6 quarters since. The position peaked at $136K in Q2 2021. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 242 shares of United Parcel Service worth $42.1K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 135 United Parcel Service shares in Q4 2022, an estimated $23.4K.
  • United Parcel Service made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #527 holding.
  • Heritage Wealth Management (Arizona) first reported a position in United Parcel Service in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s United Parcel Service position peaked at $136K in Q2 2021.
  • 2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.