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Insight Advisors’s United Parcel Service UPS Stock Holding History

Insight Advisors’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
Q1 		– Sell
-1,804
Closed -$316K – 328
2022
Q4 		$316K Buy
1,804
+434
+32% +$75.1K 0.11% 233
2022
Q3 		$221K Sell
1,370
-20
-1% -$3.79K 0.09% 254
2022
Q2 		$270K Sell
1,390
-47
-3% -$8.57K 0.09% 241
2022
Q1 		$308K Sell
1,437
-20
-1% -$4.25K 0.09% 248
2021
Q4 		$312K Buy
1,457
+107
+8% +$21.8K 0.09% 247
2021
Q3 		$284K Buy
1,350
+32
+2% +$6.32K 0.08% 252
2021
Q2 		$253K Sell
1,318
-645
-33% -$129K 0.08% 269
2021
Q1 		$406K Buy
+1,963
New +$318K 0.13% 206

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Insight Advisors's UPS Position: Q1 2023 in Review

Insight Advisors sold out of United Parcel Service (UPS) in Q1 2023, closing a stake of 1,804 shares — an estimated $316K sold.

Insight Advisors first reported a position in UPS in Q1 2021 and held it in 8 quarters. The position peaked at $406K in Q1 2021. 2,258 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

  • Insight Advisors reported no remaining United Parcel Service position as of Q1 2023 after selling out during the quarter.
  • Insight Advisors sold 1,804 United Parcel Service shares in Q1 2023, an estimated $316K.
  • Insight Advisors first reported a position in United Parcel Service in Q1 2021 and held it in 8 quarters.
  • Insight Advisors's United Parcel Service position peaked at $406K in Q1 2021.
  • 2,258 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on Insight Advisors's 13F filing for Q1 2023, filed 3 May 2023.