Lumature Wealth Partners’s United Parcel Service UPS Stock Holding History

Lumature Wealth Partners’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	$884K	Sell	4,933 -18	-0.4%	-$3.2K	0.53%	43
2023 Q1	$960K	Buy	4,951 +9	+0.2%	+$1.65K	0.54%	41
2022 Q4	$859K	Sell	4,942 -279	-5%	-$48.3K	0.48%	45
2022 Q3	$843K	Sell	5,221 -173	-3%	-$32.8K	0.45%	47
2022 Q2	$985K	Buy	5,394 +363	+7%	+$66.2K	0.44%	48
2022 Q1	$1.08M	Buy	5,031 +900	+22%	+$191K	0.43%	54
2021 Q4	$885K	Buy	4,131 +214	+5%	+$43.5K	0.34%	66
2021 Q3	$713K	Buy	3,917 +449	+13%	+$88.6K	0.29%	76
2021 Q2	$721K	Buy	3,468 +245	+8%	+$49K	0.3%	71
2021 Q1	$548K	Buy	+3,223	New	+$521K	0.29%	76

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lumature Wealth Partners's UPS Position: Q2 2023 in Review

Lumature Wealth Partners reduced its United Parcel Service (UPS) stake by 0.36% in Q2 2023, selling an estimated $3.2K and leaving 4,933 shares worth $884K. The position accounts for 0.53% of the portfolio, ranked #43.

Lumature Wealth Partners first reported a position in UPS in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.08M in Q1 2022. 2,250 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

Lumature Wealth Partners held 4,933 shares of United Parcel Service worth $884K as of Q2 2023.
Lumature Wealth Partners sold 18 United Parcel Service shares in Q2 2023, an estimated $3.2K.
United Parcel Service made up 0.53% of Lumature Wealth Partners's portfolio in Q2 2023, its #43 holding.
Lumature Wealth Partners first reported a position in United Parcel Service in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's United Parcel Service position peaked at $1.08M in Q1 2022.
2,250 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.