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

Madison 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
2024
Q1 		– Sell
-1,286
Closed -$202K – 126
2023
Q4 		$202K Hold
1,286
– – 0.08% 116
2023
Q3 		$200K Buy
1,286
+19
+1% +$3.28K 0.1% 93
2023
Q2 		$227K Hold
1,267
– – 0.11% 85
2023
Q1 		$246K Buy
1,267
+8
+0.6% +$1.47K 0.12% 76
2022
Q4 		$219K Buy
1,259
+8
+0.6% +$1.39K 0.13% 72
2022
Q3 		$202K Buy
1,251
+14
+1% +$2.65K 0.13% 68
2022
Q2 		$226K Buy
1,237
+8
+0.7% +$1.46K 0.14% 68
2022
Q1 		$264K Hold
1,229
– – 0.15% 58
2021
Q4 		$263K Buy
1,229
+1
+0.1% +$203 0.13% 59
2021
Q3 		$224K Buy
+1,228
New +$242K 0.13% 65

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

Madison Wealth Partners's UPS Position: Q1 2024 in Review

Madison Wealth Partners sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,286 shares — an estimated $202K sold.

Madison Wealth Partners first reported a position in UPS in Q3 2021 and held it in 10 quarters. The position peaked at $264K in Q1 2022. 2,213 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Madison Wealth Partners reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Madison Wealth Partners sold 1,286 United Parcel Service shares in Q1 2024, an estimated $202K.
  • Madison Wealth Partners first reported a position in United Parcel Service in Q3 2021 and held it in 10 quarters.
  • Madison Wealth Partners's United Parcel Service position peaked at $264K in Q1 2022.
  • 2,213 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Madison Wealth Partners's 13F filing for Q1 2024, filed 29 Apr 2024.