KCS Wealth Advisory’s United Parcel Service UPS Stock Holding History

KCS Wealth Advisory’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	–	Sell	-1,158	Closed	-$208K	–	151
2023 Q2	$208K	Sell	1,158 -661	-36%	-$117K	0.07%	147
2023 Q1	$353K	Sell	1,819 -1,011	-36%	-$185K	0.13%	113
2022 Q4	$492K	Buy	2,830 +1,565	+124%	+$271K	0.2%	101
2022 Q3	$204K	Sell	1,265 -30	-2%	-$5.68K	0.09%	139
2022 Q2	$236K	Hold	1,295	–	–	0.11%	138
2022 Q1	$278K	Buy	1,295 +23	+2%	+$4.89K	0.13%	135
2021 Q4	$273K	Buy	+1,272	New	+$259K	0.11%	144
2021 Q3	–	Sell	-1,034	Closed	-$215K	–	153
2021 Q2	$215K	Buy	+1,034	New	+$207K	0.1%	145
2019 Q4	–	Sell	-1,332	Closed	-$160K	–	385
2019 Q3	$160K	Buy	+1,332	New	+$152K	0.11%	161

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

KCS Wealth Advisory's UPS Position: Q3 2023 in Review

KCS Wealth Advisory sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 1,158 shares — an estimated $208K sold.

KCS Wealth Advisory first reported a position in UPS in Q3 2019 and held it in 9 quarters. The position peaked at $492K in Q4 2022. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

KCS Wealth Advisory reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
KCS Wealth Advisory sold 1,158 United Parcel Service shares in Q3 2023, an estimated $208K.
KCS Wealth Advisory first reported a position in United Parcel Service in Q3 2019 and held it in 9 quarters.
KCS Wealth Advisory's United Parcel Service position peaked at $492K in Q4 2022.
2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.