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Highland Private Wealth Management’s United Parcel Service UPS Stock Holding History

Highland Private 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 		– Sell
-3,119
Closed -$504K – 156
2022
Q3 		$504K Sell
3,119
-373
-11% -$70.6K 0.08% 88
2022
Q2 		$637K Buy
3,492
+511
+17% +$93.2K 0.1% 75
2022
Q1 		$640K Buy
2,981
+217
+8% +$46.1K 0.09% 80
2021
Q4 		$593K Buy
2,764
+296
+12% +$60.2K 0.08% 87
2021
Q3 		$450K Sell
2,468
-222
-8% -$43.8K 0.06% 97
2021
Q2 		$559K Buy
2,690
+201
+8% +$40.2K 0.08% 84
2021
Q1 		$424K Sell
2,489
-13
-0.5% -$2.1K 0.07% 96
2020
Q4 		$422K Sell
2,502
-75
-3% -$12.7K 0.07% 90
2020
Q3 		$429K Buy
2,577
+150
+6% +$21.8K 0.08% 80
2020
Q2 		$270K Buy
+2,427
New +$242K 0.06% 103

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

Highland Private Wealth Management's UPS Position: Q4 2022 in Review

Highland Private Wealth Management sold out of United Parcel Service (UPS) in Q4 2022, closing a stake of 3,119 shares — an estimated $504K sold.

Highland Private Wealth Management first reported a position in UPS in Q2 2020 and held it in 10 quarters. The position peaked at $640K in Q1 2022. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

  • Highland Private Wealth Management reported no remaining United Parcel Service position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 3,119 United Parcel Service shares in Q4 2022, an estimated $504K.
  • Highland Private Wealth Management first reported a position in United Parcel Service in Q2 2020 and held it in 10 quarters.
  • Highland Private Wealth Management's United Parcel Service position peaked at $640K in Q1 2022.
  • 2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.