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Meridian Financial Partners’s United Parcel Service UPS Stock Holding History

Meridian Financial 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
2023
Q3 		– Sell
-7,051
Closed -$1.32M – 85
2023
Q2 		$1.32M Buy
+7,051
New +$1.25M 0.79% 28
2022
Q3 		– Sell
-6,829
Closed -$1.26M – 81
2022
Q2 		$1.26M Buy
+6,829
New +$1.25M 0.85% 30
2022
Q1 		– Sell
-7,047
Closed -$1.44M – 80
2021
Q4 		$1.44M Buy
7,047
+301
+4% +$61.2K 0.97% 24
2021
Q3 		$1.23M Buy
6,746
+8
+0.1% +$1.58K 0.82% 26
2021
Q2 		$1.43M Buy
6,738
+129
+2% +$25.8K 0.98% 20
2021
Q1 		$1.19M Buy
6,609
+143
+2% +$23.1K 0.89% 22
2020
Q4 		$1.03M Sell
6,466
-53
-0.8% -$8.95K 0.8% 24
2020
Q3 		$1.09M Hold
6,519
– – 0.92% 22
2020
Q2 		$752K Buy
6,519
+305
+5% +$30.4K 0.68% 28
2020
Q1 		$638K Buy
6,214
+185
+3% +$19.2K 0.69% 22
2019
Q4 		$703K Buy
6,029
+81
+1% +$9.59K 0.7% 24
2019
Q3 		$685K Buy
5,948
+95
+2% +$10.9K 0.77% 22
2019
Q2 		$599K Buy
5,853
+17
+0.3% +$1.77K 0.67% 26
2019
Q1 		$668K Buy
+5,836
New +$619K 0.76% 23

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Meridian Financial Partners's UPS Position: Q3 2023 in Review

Meridian Financial Partners sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 7,051 shares — an estimated $1.32M sold.

Meridian Financial Partners first reported a position in UPS in Q1 2019 and held it in 14 quarters. The position peaked at $1.44M in Q4 2021. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • Meridian Financial Partners reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
  • Meridian Financial Partners sold 7,051 United Parcel Service shares in Q3 2023, an estimated $1.32M.
  • Meridian Financial Partners first reported a position in United Parcel Service in Q1 2019 and held it in 14 quarters.
  • Meridian Financial Partners's United Parcel Service position peaked at $1.44M in Q4 2021.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Meridian Financial Partners's 13F filing for Q3 2023, filed 20 Oct 2023.