Johnson Midwest Financial’s United Parcel Service UPS Stock Holding History

Johnson Midwest 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
2023 Q3	$29.5K	Buy	189 +1	+0.5%	+$173	0.07%	114
2023 Q2	$33.7K	Buy	188 +1	+0.5%	+$178	0.03%	107
2023 Q1	$36.2K	Buy	187 +2	+1%	+$367	0.05%	109
2022 Q4	$32K	Buy	185 +53	+40%	+$9.18K	0.12%	108
2022 Q3	$21	Buy	132 +1	+0.8%	+$189	0.08%	135
2022 Q2	$24K	Sell	131 -7	-5%	-$1.28K	0.03%	120
2022 Q1	$30K	Buy	138 +1	+0.7%	+$212	0.04%	101
2021 Q4	$29K	Hold	137	–	–	0.02%	114
2021 Q3	$25K	Buy	137 +1	+0.7%	+$197	0.02%	127
2021 Q2	$28K	Buy	136 +1	+0.7%	+$200	0.03%	119
2021 Q1	$23K	Buy	135 +1	+0.7%	+$162	0.02%	120
2020 Q4	$23K	Buy	+134	New	+$22.6K	0.02%	124

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Johnson Midwest Financial's UPS Position: Q3 2023 in Review

Johnson Midwest Financial increased its United Parcel Service (UPS) stake by 0.53% in Q3 2023, buying an estimated $173 and bringing the position to 189 shares worth $29.5K. The position accounts for 0.07% of the portfolio, ranked #114.

Johnson Midwest Financial first reported a position in UPS in Q4 2020 and has held it in 12 quarters since. The position peaked at $36.2K in Q1 2023. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

Johnson Midwest Financial held 189 shares of United Parcel Service worth $29.5K as of Q3 2023.
Johnson Midwest Financial bought 1 United Parcel Service share in Q3 2023, an estimated $173.
United Parcel Service made up 0.07% of Johnson Midwest Financial's portfolio in Q3 2023, its #114 holding.
Johnson Midwest Financial first reported a position in United Parcel Service in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's United Parcel Service position peaked at $36.2K in Q1 2023.
2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.