Laidlaw Wealth Management’s United Parcel Service UPS Stock Holding History

Laidlaw Wealth Management’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	-5,243	Closed	-$817K	–	275
2023 Q3	$817K	Sell	5,243 -2,421	-32%	-$418K	0.27%	95
2023 Q2	$1.37M	Buy	7,664 +1,833	+31%	+$325K	0.27%	93
2023 Q1	$1.13M	Buy	5,831 +4,020	+222%	+$737K	0.23%	111
2022 Q4	$315K	Sell	1,811 -5,306	-75%	-$919K	0.07%	261
2022 Q3	$1.15M	Buy	7,117 +712	+11%	+$135K	0.27%	99
2022 Q2	$1.17M	Buy	6,405 +1,841	+40%	+$336K	0.24%	113
2022 Q1	$979K	Buy	4,564 +2,409	+112%	+$512K	0.16%	146
2021 Q4	$462K	Buy	+2,155	New	+$438K	0.07%	236
2021 Q1	–	Sell	-1,599	Closed	-$269K	–	354
2020 Q4	$269K	Buy	+1,599	New	+$270K	0.06%	285

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Laidlaw Wealth Management's UPS Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 5,243 shares — an estimated $817K sold.

Laidlaw Wealth Management first reported a position in UPS in Q4 2020 and held it in 9 quarters. The position peaked at $1.37M in Q2 2023. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

Laidlaw Wealth Management reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 5,243 United Parcel Service shares in Q4 2023, an estimated $817K.
Laidlaw Wealth Management first reported a position in United Parcel Service in Q4 2020 and held it in 9 quarters.
Laidlaw Wealth Management's United Parcel Service position peaked at $1.37M in Q2 2023.
2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.