KW
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KWB Wealth’s United Parcel Service UPS Stock Holding History

KWB Wealth’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
Q4 		– Sell
-4,051
Closed -$726K – 143
2023
Q3 		$726K Sell
4,051
-259
-6% -$44.7K 0.12% 59
2023
Q2 		$773K Buy
4,310
+877
+26% +$156K 0.12% 57
2023
Q1 		$597K Hold
3,433
– – 0.11% 61
2022
Q4 		$597K Buy
3,433
+18
+0.5% +$3.12K 0.11% 60
2022
Q3 		$552K Buy
+3,415
New +$647K 0.11% 60

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

KWB Wealth's UPS Position: Q4 2023 in Review

KWB Wealth sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 4,051 shares — an estimated $726K sold.

KWB Wealth first reported a position in UPS in Q3 2022 and held it in 5 quarters. The position peaked at $773K in Q2 2023. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • KWB Wealth reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • KWB Wealth sold 4,051 United Parcel Service shares in Q4 2023, an estimated $726K.
  • KWB Wealth first reported a position in United Parcel Service in Q3 2022 and held it in 5 quarters.
  • KWB Wealth's United Parcel Service position peaked at $773K in Q2 2023.
  • 2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on KWB Wealth's 13F filing for Q4 2023, filed 10 Jan 2024.