Johanson Financial Advisors’s United Parcel Service UPS Stock Holding History

Johanson Financial Advisors’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	$284K	Buy	+1,323	New	+$269K	0.09%	109
2020 Q1	–	Sell	-16,572	Closed	-$142K	–	233
2019 Q4	$142K	Buy	+16,572	New	+$1.96M	0.01%	253
2018 Q1	–	Sell	-2,868	Closed	-$342K	–	84
2017 Q4	$342K	Buy	2,868 +28	+1%	+$3.29K	0.23%	68
2017 Q3	$342K	Buy	2,840 +50	+2%	+$5.68K	0.25%	61
2017 Q2	$308K	Sell	2,790 -103	-4%	-$11K	0.25%	64
2017 Q1	$312K	Buy	+2,893	New	+$316K	0.27%	62
2016 Q4	–	Sell	-2,289	Closed	-$251K	–	59
2016 Q3	$251K	Buy	+2,289	New	+$250K	0.27%	63

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Johanson Financial Advisors's UPS Position: Q4 2021 in Review

Johanson Financial Advisors opened a new position in United Parcel Service (UPS) in Q4 2021: 1,323 shares worth $284K. The stake represents 0.09% of the portfolio and ranks #109 among its holdings. This is a return to the name: Johanson Financial Advisors previously reported a position in UPS as recently as Q4 2019.

Johanson Financial Advisors first reported a position in UPS in Q3 2016 and has held it in 7 quarters since. The position peaked at $342K in Q4 2017. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

Johanson Financial Advisors held 1,323 shares of United Parcel Service worth $284K as of Q4 2021.
United Parcel Service was a new Johanson Financial Advisors position in Q4 2021.
United Parcel Service made up 0.09% of Johanson Financial Advisors's portfolio in Q4 2021, its #109 holding.
Johanson Financial Advisors first reported a position in United Parcel Service in Q3 2016 and has held it in 7 quarters since.
Johanson Financial Advisors's United Parcel Service position peaked at $342K in Q4 2017.
2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.