Indie Asset Partners’s United Parcel Service UPS Stock Holding History

Indie Asset Partners’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 Q2	–	Sell	-1,038	Closed	-$201K	–	88
2023 Q1	$201K	Sell	1,038 -199	-16%	-$36.5K	0.24%	79
2022 Q4	$215K	Buy	+1,237	New	+$214K	0.24%	77
2022 Q3	–	Sell	-1,372	Closed	-$250K	–	109
2022 Q2	$250K	Hold	1,372	–	–	0.22%	80
2022 Q1	$294K	Buy	1,372 +56	+4%	+$11.9K	0.22%	87
2021 Q4	$282K	Buy	+1,316	New	+$268K	0.2%	98
2020 Q4	–	Sell	-1,391	Closed	-$232K	–	115
2020 Q3	$232K	Sell	1,391 -522	-27%	-$76K	0.29%	83
2020 Q2	$305K	Sell	1,913 -1,250	-40%	-$125K	0.38%	64
2020 Q1	$295K	Buy	3,163 +1,395	+79%	+$145K	0.37%	56
2019 Q4	$207K	Buy	+1,768	New	+$209K	0.22%	83

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Indie Asset Partners's UPS Position: Q2 2023 in Review

Indie Asset Partners sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,038 shares — an estimated $201K sold.

Indie Asset Partners first reported a position in UPS in Q4 2019 and held it in 9 quarters. The position peaked at $305K in Q2 2020. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

Indie Asset Partners reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
Indie Asset Partners sold 1,038 United Parcel Service shares in Q2 2023, an estimated $201K.
Indie Asset Partners first reported a position in United Parcel Service in Q4 2019 and held it in 9 quarters.
Indie Asset Partners's United Parcel Service position peaked at $305K in Q2 2020.
2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Indie Asset Partners's 13F filing for Q2 2023, filed 7 Aug 2023.