Investment Partners’s United Parcel Service UPS Stock Holding History

Investment 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 Q4	–	Sell	-1,423	Closed	-$222K	–	136
2023 Q3	$222K	Buy	1,423 +11	+0.8%	+$1.9K	0.12%	127
2023 Q2	$253K	Sell	1,412 -600	-30%	-$107K	0.13%	119
2023 Q1	$390K	Buy	2,012 +10	+0.5%	+$1.83K	0.2%	103
2022 Q4	$348K	Sell	2,002 -2,053	-51%	-$355K	0.18%	108
2022 Q3	$655K	Buy	4,055 +2,070	+104%	+$392K	0.2%	108
2022 Q2	$362K	Buy	1,985 +57	+3%	+$10.4K	0.18%	106
2022 Q1	$414K	Buy	1,928 +7	+0.4%	+$1.49K	0.18%	100
2021 Q4	$412K	Buy	1,921 +2	+0.1%	+$407	0.17%	106
2021 Q3	$350K	Buy	+1,919	New	+$379K	0.16%	114
2016 Q4	–	Sell	-2,197	Closed	-$240K	–	173
2016 Q3	$240K	Buy	+2,197	New	+$240K	0.14%	155

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Investment Partners's UPS Position: Q4 2023 in Review

Investment Partners sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 1,423 shares — an estimated $222K sold.

Investment Partners first reported a position in UPS in Q3 2016 and held it in 10 quarters. The position peaked at $655K in Q3 2022. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

Investment Partners reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
Investment Partners sold 1,423 United Parcel Service shares in Q4 2023, an estimated $222K.
Investment Partners first reported a position in United Parcel Service in Q3 2016 and held it in 10 quarters.
Investment Partners's United Parcel Service position peaked at $655K in Q3 2022.
2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Investment Partners's 13F filing for Q4 2023, filed 2 Feb 2024.