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Independent Wealth Network’s United Parcel Service UPS Stock Holding History

Independent Wealth Network’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
Q3 		– Sell
-1,132
Closed -$203K – 212
2023
Q2 		$203K Buy
1,132
+4
+0.4% +$710 0.12% 191
2023
Q1 		$219K Buy
+1,128
New +$207K 0.14% 173
2022
Q3 		– Sell
-1,165
Closed -$213K – 196
2022
Q2 		$213K Buy
1,165
+19
+2% +$3.47K 0.15% 164
2022
Q1 		$246K Buy
+1,146
New +$244K 0.16% 160

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Independent Wealth Network's UPS Position: Q3 2023 in Review

Independent Wealth Network sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 1,132 shares — an estimated $203K sold.

Independent Wealth Network first reported a position in UPS in Q1 2022 and held it in 4 quarters. The position peaked at $246K in Q1 2022. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • Independent Wealth Network reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
  • Independent Wealth Network sold 1,132 United Parcel Service shares in Q3 2023, an estimated $203K.
  • Independent Wealth Network first reported a position in United Parcel Service in Q1 2022 and held it in 4 quarters.
  • Independent Wealth Network's United Parcel Service position peaked at $246K in Q1 2022.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Independent Wealth Network's 13F filing for Q3 2023, filed 11 Oct 2023.