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Jackson Wealth Management’s United Parcel Service UPS Stock Holding History

Jackson Wealth Management’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
2024
Q1 		– Sell
-9,995
Closed -$1.57M – 155
2023
Q4 		$1.57M Sell
9,995
-5,283
-35% -$799K 0.21% 76
2023
Q3 		$2.38M Buy
15,278
+693
+5% +$120K 0.34% 61
2023
Q2 		$2.61M Buy
14,585
+389
+3% +$69.1K 0.38% 58
2023
Q1 		$2.75M Buy
+14,196
New +$2.6M 2.07% 7
2022
Q2 		– Sell
-18,316
Closed -$3.93M – 120
2022
Q1 		$3.93M Sell
18,316
-553
-3% -$118K 0.55% 46
2021
Q4 		$4.04M Buy
18,869
+149
+0.8% +$30.3K 0.51% 58
2021
Q3 		$38K Buy
18,720
+387
+2% +$76.4K 0.46% 41
2021
Q2 		$3.81M Buy
18,333
+1,156
+7% +$231K 0.48% 54
2021
Q1 		$2.92M Buy
17,177
+1,223
+8% +$198K 0.44% 65
2020
Q4 		$2.69M Buy
15,954
+1,617
+11% +$273K 0.37% 66
2020
Q3 		$2.39M Buy
14,337
+1,592
+12% +$232K 0.36% 63
2020
Q2 		$1.42M Buy
12,745
+1,236
+11% +$123K 0.25% 83
2020
Q1 		$1.08M Buy
+11,509
New +$1.19M 0.23% 76

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jackson Wealth Management's UPS Position: Q1 2024 in Review

Jackson Wealth Management sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 9,995 shares — an estimated $1.57M sold.

Jackson Wealth Management first reported a position in UPS in Q1 2020 and held it in 13 quarters. The position peaked at $4.04M in Q4 2021. 2,213 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Jackson Wealth Management reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Jackson Wealth Management sold 9,995 United Parcel Service shares in Q1 2024, an estimated $1.57M.
  • Jackson Wealth Management first reported a position in United Parcel Service in Q1 2020 and held it in 13 quarters.
  • Jackson Wealth Management's United Parcel Service position peaked at $4.04M in Q4 2021.
  • 2,213 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Jackson Wealth Management's 13F filing for Q1 2024, filed 11 Jun 2024.