JCM
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Jacobsen Capital Management’s United Parcel Service UPS Stock Holding History

Jacobsen Capital 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
2023
Q2 		– Sell
-1,143
Closed -$222K – 77
2023
Q1 		$222K Buy
+1,143
New +$210K 0.12% 66

Other funds holding UPS

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

Jacobsen Capital Management's UPS Position: Q2 2023 in Review

Jacobsen Capital Management sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,143 shares — an estimated $222K sold.

Jacobsen Capital Management first reported a position in UPS in Q1 2023 and held it in 1 quarter. The position peaked at $222K in Q1 2023. 2,250 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • Jacobsen Capital Management reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
  • Jacobsen Capital Management sold 1,143 United Parcel Service shares in Q2 2023, an estimated $222K.
  • Jacobsen Capital Management first reported a position in United Parcel Service in Q1 2023 and held it in 1 quarter.
  • Jacobsen Capital Management's United Parcel Service position peaked at $222K in Q1 2023.
  • 2,250 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Jacobsen Capital Management's 13F filing for Q2 2023, filed 2 Aug 2023.