Lineweaver Wealth Advisors’s United Parcel Service UPS Stock Holding History

Lineweaver Wealth 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
2024 Q2	–	Sell	-13,654	Closed	-$2.03M	–	135
2024 Q1	$2.03M	Buy	13,654 +1,519	+13%	+$231K	0.48%	41
2023 Q4	$1.91M	Buy	12,135 +2,558	+27%	+$387K	0.49%	43
2023 Q3	$1.49M	Buy	9,577 +490	+5%	+$84.6K	0.43%	47
2023 Q2	$1.63M	Buy	9,087 +510	+6%	+$90.6K	0.46%	46
2023 Q1	$1.66M	Buy	8,577 +596	+7%	+$109K	0.51%	45
2022 Q4	$1.39M	Buy	7,981 +347	+5%	+$60.1K	0.42%	50
2022 Q3	$1.24M	Buy	+7,634	New	+$1.45M	0.4%	52
2022 Q2	–	Sell	-8,728	Closed	-$1.87M	–	152
2022 Q1	$1.87M	Buy	8,728 +2,783	+47%	+$591K	0.53%	37
2021 Q4	$1.27M	Buy	5,945 +4,487	+308%	+$913K	0.37%	48
2021 Q3	$265K	Buy	+1,458	New	+$288K	0.08%	116

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lineweaver Wealth Advisors's UPS Position: Q2 2024 in Review

Lineweaver Wealth Advisors sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 13,654 shares — an estimated $2.03M sold.

Lineweaver Wealth Advisors first reported a position in UPS in Q3 2021 and held it in 10 quarters. The position peaked at $2.03M in Q1 2024. 2,176 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

Lineweaver Wealth Advisors reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
Lineweaver Wealth Advisors sold 13,654 United Parcel Service shares in Q2 2024, an estimated $2.03M.
Lineweaver Wealth Advisors first reported a position in United Parcel Service in Q3 2021 and held it in 10 quarters.
Lineweaver Wealth Advisors's United Parcel Service position peaked at $2.03M in Q1 2024.
2,176 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.