JWM
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Janiczek Wealth Management’s United Parcel Service UPS Stock Holding History

Janiczek 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
Q2 		$76.9K Sell
562
-117
-17% -$16.8K 0.02% 330
2024
Q1 		$101K Sell
679
-31
-4% -$4.71K 0.02% 289
2023
Q4 		$112K Buy
710
+188
+36% +$28.4K 0.03% 247
2023
Q3 		$81.4K Sell
522
-35
-6% -$6.04K 0.02% 287
2023
Q2 		$99.8K Sell
557
-57
-9% -$10.1K 0.03% 219
2023
Q1 		$118K Sell
614
-75
-11% -$13.8K 0.03% 193
2022
Q4 		$126K Buy
689
+74
+12% +$12.8K 0.04% 189
2022
Q3 		$98K Sell
615
-89
-13% -$16.9K 0.03% 198
2022
Q2 		$137K Buy
704
+513
+269% +$93.6K 0.04% 154
2022
Q1 		$41K Buy
191
+36
+23% +$7.65K 0.01% 338
2021
Q4 		$33K Buy
155
+34
+28% +$6.92K 0.01% 392
2021
Q3 		$22K Buy
121
+16
+15% +$3.16K 0.01% 444
2021
Q2 		$22K Buy
105
+11
+12% +$2.2K 0.01% 408
2021
Q1 		$16K Sell
94
-71
-43% -$11.5K 0.01% 450
2020
Q4 		$28K Buy
165
+117
+244% +$19.7K 0.01% 297
2020
Q3 		$8K Buy
+48
New +$6.99K ﹤0.01% 273

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janiczek Wealth Management's UPS Position: Q2 2024 in Review

Janiczek Wealth Management reduced its United Parcel Service (UPS) stake by 17% in Q2 2024, selling an estimated $16.8K and leaving 562 shares worth $76.9K. The position accounts for 0.02% of the portfolio, ranked #330.

Janiczek Wealth Management first reported a position in UPS in Q3 2020 and has held it in 16 quarters since. The position peaked at $137K in Q2 2022. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Janiczek Wealth Management held 562 shares of United Parcel Service worth $76.9K as of Q2 2024.
  • Janiczek Wealth Management sold 117 United Parcel Service shares in Q2 2024, an estimated $16.8K.
  • United Parcel Service made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #330 holding.
  • Janiczek Wealth Management first reported a position in United Parcel Service in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's United Parcel Service position peaked at $137K in Q2 2022.
  • 2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.