Lenox Wealth Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $144K | Buy |
755
+8
| +1% | +$1.7K | 0.02% | 131 |
|
|
2021
Q4 | $160K | Sell |
747
-9
| -1% | -$1.83K | 0.02% | 129 |
|
|
2021
Q3 | $138K | Buy |
756
+6
| +0.8% | +$1.18K | 0.02% | 133 |
|
|
2021
Q2 | $156K | Buy |
750
+354
| +89% | +$70.8K | 0.02% | 119 |
|
|
2021
Q1 | $67K | Sell |
396
-20
| -5% | -$3.23K | 0.01% | 156 |
|
|
2020
Q4 | $70K | Buy |
416
+1
| +0.2% | +$169 | 0.01% | 152 |
|
|
2020
Q3 | $69K | Buy |
415
+68
| +20% | +$9.9K | 0.01% | 134 |
|
|
2020
Q2 | $39K | Buy |
347
+69
| +25% | +$6.89K | 0.01% | 191 |
|
|
2020
Q1 | $26K | Buy |
278
+2
| +0.7% | +$207 | ﹤0.01% | 221 |
|
|
2019
Q4 | $32K | Buy |
276
+2
| +0.7% | +$237 | 0.01% | 246 |
|
|
2019
Q3 | $33K | Buy |
274
+2
| +0.7% | +$229 | 0.01% | 204 |
|
|
2019
Q2 | $28K | Buy |
272
+2
| +0.7% | +$208 | ﹤0.01% | 191 |
|
|
2019
Q1 | $30K | Sell |
270
-223
| -45% | -$23.6K | 0.01% | 173 |
|
|
2018
Q4 | $48K | Buy |
493
+1
| +0.2% | +$108 | 0.01% | 127 |
|
|
2018
Q3 | $57K | Buy |
492
+227
| +86% | +$26.7K | 0.01% | 125 |
|
|
2018
Q2 | $28K | Buy |
265
+1
| +0.4% | +$112 | 0.01% | 211 |
|
|
2018
Q1 | $28K | Buy |
264
+65
| +33% | +$7.51K | 0.01% | 233 |
|
|
2017
Q4 | $24K | Sell |
199
-2
| -1% | -$235 | 0.01% | 135 |
|
|
2017
Q3 | $24K | Buy |
201
+5
| +3% | +$568 | 0.01% | 67 |
|
|
2017
Q2 | $22K | Buy |
196
+1
| +0.5% | +$107 | 0.01% | 78 |
|
|
2017
Q1 | $21K | Buy |
195
+2
| +1% | +$219 | 0.01% | 63 |
|
|
2016
Q4 | $22K | Buy |
193
+1
| +0.5% | +$113 | 0.01% | 78 |
|
|
2016
Q3 | $21K | Buy |
192
+2
| +1% | +$218 | 0.01% | 137 |
|
|
2016
Q2 | $21K | Buy |
190
+1
| +0.5% | +$104 | 0.01% | 133 |
|
|
2016
Q1 | $20K | Buy |
189
+1
| +0.5% | +$97 | 0.01% | 134 |
|
|
2015
Q4 | $18K | Buy |
188
+2
| +1% | +$204 | 0.01% | 149 |
|
|
2015
Q3 | $18K | Buy |
186
+1
| +0.5% | +$99 | 0.01% | 145 |
|
|
2015
Q2 | $18K | Buy |
185
+1
| +0.5% | +$99 | 0.01% | 107 |
|
|
2015
Q1 | $18K | Buy |
184
+2
| +1% | +$205 | 0.01% | 133 |
|
|
2014
Q4 | $20K | Buy |
182
+1
| +0.6% | +$106 | 0.01% | 135 |
|
|
2014
Q3 | $18K | Buy |
181
+1
| +0.6% | +$99 | 0.01% | 136 |
|
|
2014
Q2 | $19K | Buy |
180
+1
| +0.6% | +$100 | 0.01% | 110 |
|
|
2014
Q1 | $17K | Sell |
179
-93
| -34% | -$9.06K | 0.01% | 109 |
|
|
2013
Q4 | $29K | Buy |
272
+21
| +8% | +$2.07K | 0.02% | 90 |
|
|
2013
Q3 | $23K | Sell |
251
-99
| -28% | -$8.7K | 0.02% | 58 |
|
|
2013
Q2 | $30K | Buy |
+350
| New | +$30K | 0.03% | 53 |
|
Other funds holding UPS
Lenox Wealth Advisors's UPS Position: Q1 2022 in Review
Lenox Wealth Advisors increased its United Parcel Service (UPS) stake by 1.1% in Q1 2022, buying an estimated $1.7K and bringing the position to 755 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #131.
Lenox Wealth Advisors first reported a position in UPS in Q2 2013 and has held it in 36 quarters since. The position peaked at $160K in Q4 2021. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.
- Lenox Wealth Advisors held 755 shares of United Parcel Service worth $144K as of Q1 2022.
- Lenox Wealth Advisors bought 8 United Parcel Service shares in Q1 2022, an estimated $1.7K.
- United Parcel Service made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #131 holding.
- Lenox Wealth Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 36 quarters since.
- Lenox Wealth Advisors's United Parcel Service position peaked at $160K in Q4 2021.
- 2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.
Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.