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

Mattern 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
2022 Q1	–	Sell	-993	Closed	-$213K	–	179
2021 Q4	$213K	Buy	+993	New	+$202K	0.06%	164
2021 Q3	–	Sell	-993	Closed	-$209K	–	171
2021 Q2	$209K	Buy	+993	New	+$199K	0.07%	164
2021 Q1	–	Sell	-3,031	Closed	-$510K	–	162
2020 Q4	$510K	Buy	3,031 +442	+17%	+$74.6K	0.19%	104
2020 Q3	$431K	Hold	2,589	–	–	0.18%	106
2020 Q2	$288K	Sell	2,589 -100	-4%	-$9.98K	0.14%	116
2020 Q1	$251K	Buy	+2,689	New	+$279K	0.18%	105

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mattern Wealth Management's UPS Position: Q1 2022 in Review

Mattern Wealth Management sold out of United Parcel Service (UPS) in Q1 2022, closing a stake of 993 shares — an estimated $213K sold.

Mattern Wealth Management first reported a position in UPS in Q1 2020 and held it in 6 quarters. The position peaked at $510K in Q4 2020. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

Mattern Wealth Management reported no remaining United Parcel Service position as of Q1 2022 after selling out during the quarter.
Mattern Wealth Management sold 993 United Parcel Service shares in Q1 2022, an estimated $213K.
Mattern Wealth Management first reported a position in United Parcel Service in Q1 2020 and held it in 6 quarters.
Mattern Wealth Management's United Parcel Service position peaked at $510K in Q4 2020.
2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Mattern Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.