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Leo Brokerage’s United Parcel Service UPS Stock Holding History

Leo Brokerage’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 		$268K Buy
1,496
+220
+17% +$39.1K 0.03% 253
2023
Q1 		$248K Buy
+1,276
New +$234K 0.04% 256
2021
Q3 		$654K Buy
3,590
+583
+19% +$115K 0.12% 87
2021
Q2 		$625K Sell
3,007
-80
-3% -$16K 0.13% 90
2021
Q1 		$525K Sell
3,087
-61
-2% -$9.87K 0.15% 92
2020
Q4 		$530K Buy
+3,148
New +$531K 0.17% 82

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Leo Brokerage's UPS Position: Q2 2023 in Review

Leo Brokerage increased its United Parcel Service (UPS) stake by 17% in Q2 2023, buying an estimated $39.1K and bringing the position to 1,496 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #253.

Leo Brokerage first reported a position in UPS in Q4 2020 and has held it in 6 quarters since. The position peaked at $654K in Q3 2021. 2,252 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • Leo Brokerage held 1,496 shares of United Parcel Service worth $268K as of Q2 2023.
  • Leo Brokerage bought 220 United Parcel Service shares in Q2 2023, an estimated $39.1K.
  • United Parcel Service made up 0.03% of Leo Brokerage's portfolio in Q2 2023, its #253 holding.
  • Leo Brokerage first reported a position in United Parcel Service in Q4 2020 and has held it in 6 quarters since.
  • Leo Brokerage's United Parcel Service position peaked at $654K in Q3 2021.
  • 2,252 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.