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

Madison 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
2023
Q3 		$3.46M Sell
22,183
-302
-1% -$52.1K 0.73% 41
2023
Q2 		$4.03M Sell
22,485
-8
-0% -$1.42K 0.82% 39
2023
Q1 		$4.36M Sell
22,493
-419
-2% -$76.9K 0.94% 33
2022
Q4 		$3.98M Buy
22,912
+651
+3% +$113K 0.91% 34
2022
Q3 		$3.6M Buy
22,261
+1,011
+5% +$191K 0.88% 34
2022
Q2 		$3.88M Sell
21,250
-111
-0.5% -$20.2K 0.94% 31
2022
Q1 		$4.58M Buy
21,361
+280
+1% +$59.5K 0.96% 28
2021
Q4 		$4.52M Buy
21,081
+489
+2% +$99.5K 0.91% 30
2021
Q3 		$3.75M Buy
20,592
+136
+0.7% +$26.8K 0.82% 33
2021
Q2 		$4.25M Buy
20,456
+807
+4% +$161K 0.94% 29
2021
Q1 		$3.34M Buy
19,649
+1,018
+5% +$165K 0.82% 33
2020
Q4 		$3.14M Buy
18,631
+305
+2% +$51.5K 0.83% 37
2020
Q3 		$3.05M Buy
18,326
+81
+0.4% +$11.8K 0.92% 30
2020
Q2 		$2.03M Buy
18,245
+40
+0.2% +$3.99K 0.67% 39
2020
Q1 		$1.7M Buy
+18,205
New +$1.89M 0.68% 36

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Madison Wealth Management's UPS Position: Q3 2023 in Review

Madison Wealth Management reduced its United Parcel Service (UPS) stake by 1.3% in Q3 2023, selling an estimated $52.1K and leaving 22,183 shares worth $3.46M. The position accounts for 0.73% of the portfolio, ranked #41.

Madison Wealth Management first reported a position in UPS in Q1 2020 and has held it in 15 quarters since. The position peaked at $4.58M in Q1 2022. 2,200 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • Madison Wealth Management held 22,183 shares of United Parcel Service worth $3.46M as of Q3 2023.
  • Madison Wealth Management sold 302 United Parcel Service shares in Q3 2023, an estimated $52.1K.
  • United Parcel Service made up 0.73% of Madison Wealth Management's portfolio in Q3 2023, its #41 holding.
  • Madison Wealth Management first reported a position in United Parcel Service in Q1 2020 and has held it in 15 quarters since.
  • Madison Wealth Management's United Parcel Service position peaked at $4.58M in Q1 2022.
  • 2,200 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.