Lake Street Private Wealth’s United Parcel Service UPS Stock Holding History

Lake Street Private 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 Q2	–	Sell	-2,065	Closed	-$401K	–	301
2023 Q1	$401K	Sell	2,065 -78	-4%	-$14.3K	0.07%	200
2022 Q4	$373K	Buy	2,143 +32	+2%	+$5.54K	0.08%	203
2022 Q3	$341K	Sell	2,111 -48	-2%	-$9.09K	0.08%	205
2022 Q2	$394K	Sell	2,159 -870	-29%	-$159K	0.08%	196
2022 Q1	$650K	Buy	3,029 +345	+13%	+$73.3K	0.12%	162
2021 Q4	$575K	Buy	2,684 +1,078	+67%	+$219K	0.1%	181
2021 Q3	$292K	Sell	1,606 -2	-0.1%	-$395	0.07%	185
2021 Q2	$338K	Sell	1,608 -466	-22%	-$93.2K	0.09%	171
2021 Q1	$353K	Sell	2,074 -19	-0.9%	-$3.07K	0.1%	162
2020 Q4	$352K	Buy	2,093 +106	+5%	+$17.9K	0.1%	156
2020 Q3	$331K	Buy	1,987 +20	+1%	+$2.91K	0.11%	133
2020 Q2	$218K	Buy	+1,967	New	+$196K	0.08%	146
2020 Q1	–	Sell	-2,870	Closed	-$336K	–	173
2019 Q4	$336K	Buy	+2,870	New	+$340K	0.13%	136

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

Lake Street Private Wealth's UPS Position: Q2 2023 in Review

Lake Street Private Wealth sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 2,065 shares — an estimated $401K sold.

Lake Street Private Wealth first reported a position in UPS in Q4 2019 and held it in 13 quarters. The position peaked at $650K in Q1 2022. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

Lake Street Private Wealth reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
Lake Street Private Wealth sold 2,065 United Parcel Service shares in Q2 2023, an estimated $401K.
Lake Street Private Wealth first reported a position in United Parcel Service in Q4 2019 and held it in 13 quarters.
Lake Street Private Wealth's United Parcel Service position peaked at $650K in Q1 2022.
2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Lake Street Private Wealth's 13F filing for Q2 2023, filed 18 Jul 2023.