IW
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Imprint Wealth’s United Parcel Service UPS Stock Holding History

Imprint 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
2024
Q1 		$782K Buy
5,298
+611
+13% +$92.9K 0.19% 110
2023
Q4 		$737K Buy
4,687
+184
+4% +$27.8K 0.59% 49
2023
Q3 		$702K Sell
4,503
-12
-0.3% -$2.07K 0.59% 53
2023
Q2 		$809K Buy
4,515
+24
+0.5% +$4.26K 0.51% 56
2023
Q1 		$871K Buy
+4,491
New +$824K 0.57% 47

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Imprint Wealth's UPS Position: Q1 2024 in Review

Imprint Wealth increased its United Parcel Service (UPS) stake by 13% in Q1 2024, buying an estimated $92.9K and bringing the position to 5,298 shares worth $782K. The position accounts for 0.19% of the portfolio, ranked #110.

Imprint Wealth first reported a position in UPS in Q1 2023 and has held it in 5 quarters since. The position peaked at $871K in Q1 2023. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Imprint Wealth held 5,298 shares of United Parcel Service worth $782K as of Q1 2024.
  • Imprint Wealth bought 611 United Parcel Service shares in Q1 2024, an estimated $92.9K.
  • United Parcel Service made up 0.19% of Imprint Wealth's portfolio in Q1 2024, its #110 holding.
  • Imprint Wealth first reported a position in United Parcel Service in Q1 2023 and has held it in 5 quarters since.
  • Imprint Wealth's United Parcel Service position peaked at $871K in Q1 2023.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.