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LWM Advisory Services’s United Parcel Service UPS Stock Holding History

LWM Advisory Services’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
-1,368
Closed -$215K – 91
2023
Q4 		$215K Hold
1,368
– – 0.19% 75
2023
Q3 		$213K Hold
1,368
– – 0.23% 71
2023
Q2 		$245K Hold
1,368
– – 0.26% 65
2023
Q1 		$265K Buy
1,368
+25
+2% +$4.59K 0.28% 65
2022
Q4 		$233K Sell
1,343
-607
-31% -$105K 0.26% 71
2022
Q3 		$315K Buy
1,950
+225
+13% +$42.6K 0.36% 78
2022
Q2 		$315K Buy
+1,725
New +$315K 0.38% 79

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

LWM Advisory Services's UPS Position: Q1 2024 in Review

LWM Advisory Services sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,368 shares — an estimated $215K sold.

LWM Advisory Services first reported a position in UPS in Q2 2022 and held it in 7 quarters. The position peaked at $315K in Q3 2022. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • LWM Advisory Services reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • LWM Advisory Services sold 1,368 United Parcel Service shares in Q1 2024, an estimated $215K.
  • LWM Advisory Services first reported a position in United Parcel Service in Q2 2022 and held it in 7 quarters.
  • LWM Advisory Services's United Parcel Service position peaked at $315K in Q3 2022.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on LWM Advisory Services's 13F filing for Q1 2024, filed 9 May 2024.