KWILP
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Kiwi Wealth Investments Limited Partnership’s United Parcel Service UPS Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-11,871
Closed -$2.13M – 184
2023
Q2 		$2.13M Buy
+11,871
New +$2.11M 0.13% 122

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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's UPS Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 11,871 shares — an estimated $2.13M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in UPS in Q2 2023 and held it in 1 quarter. The position peaked at $2.13M in Q2 2023. 2,200 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 11,871 United Parcel Service shares in Q3 2023, an estimated $2.13M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in United Parcel Service in Q2 2023 and held it in 1 quarter.
  • Kiwi Wealth Investments Limited Partnership's United Parcel Service position peaked at $2.13M in Q2 2023.
  • 2,200 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.