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Horizon Family Wealth’s United Parcel Service UPS Stock Holding History

Horizon Family 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
Q4 		– Sell
-1,445
Closed -$225K – 72
2023
Q3 		$225K Buy
1,445
+124
+9% +$21.4K 0.22% 57
2023
Q2 		$237K Sell
1,321
-4
-0.3% -$710 0.23% 56
2023
Q1 		$257K Buy
1,325
+49
+4% +$8.99K 0.27% 47
2022
Q4 		$222K Buy
1,276
+33
+3% +$5.71K 0.26% 52
2022
Q3 		$201K Buy
1,243
+17
+1% +$3.22K 0.25% 53
2022
Q2 		$224K Sell
1,226
-36
-3% -$6.57K 0.26% 49
2022
Q1 		$271K Buy
+1,262
New +$268K 0.27% 48

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Horizon Family Wealth's UPS Position: Q4 2023 in Review

Horizon Family Wealth sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 1,445 shares — an estimated $225K sold.

Horizon Family Wealth first reported a position in UPS in Q1 2022 and held it in 7 quarters. The position peaked at $271K in Q1 2022. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • Horizon Family Wealth reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • Horizon Family Wealth sold 1,445 United Parcel Service shares in Q4 2023, an estimated $225K.
  • Horizon Family Wealth first reported a position in United Parcel Service in Q1 2022 and held it in 7 quarters.
  • Horizon Family Wealth's United Parcel Service position peaked at $271K in Q1 2022.
  • 2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Horizon Family Wealth's 13F filing for Q4 2023, filed 8 Feb 2024.