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Maxwell Wealth Strategies’s United Parcel Service UPS Stock Holding History

Maxwell Wealth Strategies’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
-1,493
Closed -$235K – 108
2023
Q4 		$235K Buy
+1,493
New +$226K 0.15% 88

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

Maxwell Wealth Strategies's UPS Position: Q1 2024 in Review

Maxwell Wealth Strategies sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,493 shares — an estimated $235K sold.

Maxwell Wealth Strategies first reported a position in UPS in Q4 2023 and held it in 1 quarter. The position peaked at $235K in Q4 2023. 2,213 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Maxwell Wealth Strategies reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Maxwell Wealth Strategies sold 1,493 United Parcel Service shares in Q1 2024, an estimated $235K.
  • Maxwell Wealth Strategies first reported a position in United Parcel Service in Q4 2023 and held it in 1 quarter.
  • Maxwell Wealth Strategies's United Parcel Service position peaked at $235K in Q4 2023.
  • 2,213 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q1 2024, filed 31 May 2024.