IF
UPS icon

Ironwood Financial’s United Parcel Service UPS Stock Holding History

Ironwood Financial’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
2021
Q4 		– Sell
-10
Closed -$2K – 511
2021
Q3 		$2K Hold
10
– – ﹤0.01% 526
2021
Q2 		$2K Hold
10
– – ﹤0.01% 512
2021
Q1 		$2K Hold
10
– – ﹤0.01% 496
2020
Q4 		$2K Sell
10
-20
-67% -$3.38K ﹤0.01% 449
2020
Q3 		$5K Buy
+30
New +$4.37K ﹤0.01% 337

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ironwood Financial's UPS Position: Q4 2021 in Review

Ironwood Financial sold out of United Parcel Service (UPS) in Q4 2021, closing a stake of 10 shares — an estimated $2K sold.

Ironwood Financial first reported a position in UPS in Q3 2020 and held it in 5 quarters. The position peaked at $5K in Q3 2020. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

  • Ironwood Financial reported no remaining United Parcel Service position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 10 United Parcel Service shares in Q4 2021, an estimated $2K.
  • Ironwood Financial first reported a position in United Parcel Service in Q3 2020 and held it in 5 quarters.
  • Ironwood Financial's United Parcel Service position peaked at $5K in Q3 2020.
  • 2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.