LIWM
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Long Island Wealth Management’s United Parcel Service UPS Stock Holding History

Long Island Wealth Management’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
Q1 		– Sell
-102
Closed -$16K – 378
2023
Q4 		$16K Buy
+102
New +$15.4K 0.01% 182

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Long Island Wealth Management's UPS Position: Q1 2024 in Review

Long Island Wealth Management sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 102 shares — an estimated $16K sold.

Long Island Wealth Management first reported a position in UPS in Q4 2023 and held it in 1 quarter. The position peaked at $16K in Q4 2023. 2,213 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Long Island Wealth Management reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 102 United Parcel Service shares in Q1 2024, an estimated $16K.
  • Long Island Wealth Management first reported a position in United Parcel Service in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's United Parcel Service position peaked at $16K in Q4 2023.
  • 2,213 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.