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Meredith Wealth Planning’s United Parcel Service UPS Stock Holding History

Meredith Wealth Planning’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
Q2 		– Sell
-1,066
Closed -$207K – 63
2023
Q1 		$207K Buy
+1,066
New +$196K 0.17% 59

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meredith Wealth Planning's UPS Position: Q2 2023 in Review

Meredith Wealth Planning sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,066 shares — an estimated $207K sold.

Meredith Wealth Planning first reported a position in UPS in Q1 2023 and held it in 1 quarter. The position peaked at $207K in Q1 2023. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • Meredith Wealth Planning reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
  • Meredith Wealth Planning sold 1,066 United Parcel Service shares in Q2 2023, an estimated $207K.
  • Meredith Wealth Planning first reported a position in United Parcel Service in Q1 2023 and held it in 1 quarter.
  • Meredith Wealth Planning's United Parcel Service position peaked at $207K in Q1 2023.
  • 2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Meredith Wealth Planning's 13F filing for Q2 2023, filed 14 Jul 2023.