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

Marietta 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	–	Sell	-19,843	Closed	-$3.56M	–	107
2023 Q2	$3.56M	Buy	19,843 +391	+2%	+$69.4K	0.67%	69
2023 Q1	$3.77M	Sell	19,452 -39	-0.2%	-$7.15K	0.8%	62
2022 Q4	$3.39M	Buy	19,491 +157	+0.8%	+$27.2K	0.77%	63
2022 Q3	$3.12M	Buy	19,334 +761	+4%	+$144K	0.78%	59
2022 Q2	$3.39M	Buy	18,573 +177	+1%	+$32.3K	0.82%	56
2022 Q1	$3.94M	Buy	18,396 +562	+3%	+$119K	0.83%	55
2021 Q4	$3.82M	Buy	17,834 +885	+5%	+$180K	0.77%	55
2021 Q3	$3.09M	Buy	16,949 +5,001	+42%	+$987K	0.67%	65
2021 Q2	$2.48M	Buy	11,948 +359	+3%	+$71.8K	0.56%	70
2021 Q1	$1.97M	Buy	+11,589	New	+$1.87M	0.49%	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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Marietta Wealth Management sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 19,843 shares — an estimated $3.56M sold.

Marietta Wealth Management first reported a position in UPS in Q1 2021 and held it in 10 quarters. The position peaked at $3.94M in Q1 2022. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

Marietta Wealth Management reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
Marietta Wealth Management sold 19,843 United Parcel Service shares in Q3 2023, an estimated $3.56M.
Marietta Wealth Management first reported a position in United Parcel Service in Q1 2021 and held it in 10 quarters.
Marietta Wealth Management's United Parcel Service position peaked at $3.94M in Q1 2022.
2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Marietta Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.