Kooman & Associates’s United Parcel Service UPS Stock Holding History

Kooman & Associates’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 Q2	–	Sell	-1,046	Closed	-$203K	–	44
2023 Q1	$203K	Buy	+1,046	New	+$192K	0.11%	40

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kooman & Associates's UPS Position: Q2 2023 in Review

Kooman & Associates sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,046 shares — an estimated $203K sold.

Kooman & Associates first reported a position in UPS in Q1 2023 and held it in 1 quarter. The position peaked at $203K in Q1 2023. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

Kooman & Associates reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
Kooman & Associates sold 1,046 United Parcel Service shares in Q2 2023, an estimated $203K.
Kooman & Associates first reported a position in United Parcel Service in Q1 2023 and held it in 1 quarter.
Kooman & Associates's United Parcel Service position peaked at $203K in Q1 2023.
2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Kooman & Associates's 13F filing for Q2 2023, filed 21 Jul 2023.