Loveless Wealth Management’s United Parcel Service UPS Stock Holding History

Loveless 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
2022 Q2	$1.02M	Buy	5,585 +45	+0.8%	+$8.21K	0.67%	51
2022 Q1	$1.19M	Sell	5,540 -170	-3%	-$36.1K	0.67%	51
2021 Q4	$1.22M	Buy	5,710 +35	+0.6%	+$7.12K	0.67%	52
2021 Q3	$1.03M	Hold	5,675	–	–	0.63%	57
2021 Q2	$1.18M	Sell	5,675 -55	-1%	-$11K	0.72%	52
2021 Q1	$974K	Hold	5,730	–	–	0.64%	56
2020 Q4	$965K	Sell	5,730 -65	-1%	-$11K	0.71%	52
2020 Q3	$966K	Buy	5,795 +240	+4%	+$34.9K	0.81%	47
2020 Q2	$618K	Hold	5,555	–	–	0.58%	57
2020 Q1	$519K	Buy	5,555 +160	+3%	+$16.6K	0.61%	56
2019 Q4	$630K	Buy	+5,395	New	+$639K	0.54%	61

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Loveless Wealth Management's UPS Position: Q2 2022 in Review

Loveless Wealth Management increased its United Parcel Service (UPS) stake by 0.81% in Q2 2022, buying an estimated $8.21K and bringing the position to 5,585 shares worth $1.02M. The position accounts for 0.67% of the portfolio, ranked #51.

Loveless Wealth Management first reported a position in UPS in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.22M in Q4 2021. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

Loveless Wealth Management held 5,585 shares of United Parcel Service worth $1.02M as of Q2 2022.
Loveless Wealth Management bought 45 United Parcel Service shares in Q2 2022, an estimated $8.21K.
United Parcel Service made up 0.67% of Loveless Wealth Management's portfolio in Q2 2022, its #51 holding.
Loveless Wealth Management first reported a position in United Parcel Service in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's United Parcel Service position peaked at $1.22M in Q4 2021.
2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.