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Landmark Financial Advisors’s United Parcel Service UPS Stock Holding History

Landmark Financial Advisors’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 		$489K Sell
3,112
-50
-2% -$7.56K 0.18% 56
2023
Q3 		$493K Sell
3,162
-50
-2% -$8.63K 0.2% 55
2023
Q2 		$576K Hold
3,212
– – 0.24% 52
2023
Q1 		$623K Hold
3,212
– – 0.27% 48
2022
Q4 		$558K Sell
3,212
-100
-3% -$17.3K 0.26% 52
2022
Q3 		$535K Hold
3,312
– – 0.28% 48
2022
Q2 		$605K Sell
3,312
-55
-2% -$10K 0.3% 47
2022
Q1 		$639K Buy
3,367
+25
+0.7% +$5.31K 0.31% 48
2021
Q4 		$716K Buy
3,342
+100
+3% +$20.3K 0.32% 42
2021
Q3 		$551K Sell
3,242
-50
-2% -$9.87K 0.3% 41
2021
Q2 		$685K Buy
3,292
+50
+2% +$10K 0.33% 39
2021
Q1 		$551K Sell
3,242
-315
-9% -$51K 0.3% 41
2020
Q4 		$576K Sell
3,557
-75
-2% -$12.7K 0.32% 39
2020
Q3 		$614K Sell
3,632
-64
-2% -$9.32K 0.39% 34
2020
Q2 		$426K Hold
3,696
– – 0.28% 43
2020
Q1 		$375K Buy
3,696
+163
+5% +$16.9K 0.26% 43
2019
Q4 		$413K Sell
3,533
-121
-3% -$14.3K 0.24% 41
2019
Q3 		$437K Hold
3,654
– – 0.27% 37
2019
Q2 		$377K Buy
+3,654
New +$380K 0.23% 38
2017
Q3 		– Sell
-4,973
Closed -$549K – 53
2017
Q2 		$549K Buy
+4,973
New +$532K 0.39% 32

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Landmark Financial Advisors's UPS Position: Q4 2023 in Review

Landmark Financial Advisors reduced its United Parcel Service (UPS) stake by 1.6% in Q4 2023, selling an estimated $7.56K and leaving 3,112 shares worth $489K. The position accounts for 0.18% of the portfolio, ranked #56.

Landmark Financial Advisors first reported a position in UPS in Q2 2017 and has held it in 20 quarters since. The position peaked at $716K in Q4 2021. 2,264 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • Landmark Financial Advisors held 3,112 shares of United Parcel Service worth $489K as of Q4 2023.
  • Landmark Financial Advisors sold 50 United Parcel Service shares in Q4 2023, an estimated $7.56K.
  • United Parcel Service made up 0.18% of Landmark Financial Advisors's portfolio in Q4 2023, its #56 holding.
  • Landmark Financial Advisors first reported a position in United Parcel Service in Q2 2017 and has held it in 20 quarters since.
  • Landmark Financial Advisors's United Parcel Service position peaked at $716K in Q4 2021.
  • 2,264 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.