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Milestone Wealth’s United Parcel Service UPS Stock Holding History

Milestone Wealth’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
Q3 		$86K Hold
532
– – 0.1% 80
2022
Q2 		$97K Hold
532
– – 0.1% 81
2022
Q1 		$114K Hold
532
– – 0.09% 78
2021
Q4 		$114K Buy
+532
New +$108K 0.09% 78

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Milestone Wealth's UPS Position: Q3 2022 in Review

Milestone Wealth held its United Parcel Service (UPS) position steady in Q3 2022 at 532 shares worth $86K. The position accounts for 0.1% of the portfolio, ranked #80.

Milestone Wealth first reported a position in UPS in Q4 2021 and has held it in 4 quarters since. The position peaked at $114K in Q1 2022. 2,126 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • Milestone Wealth held 532 shares of United Parcel Service worth $86K as of Q3 2022.
  • Milestone Wealth left its United Parcel Service share count unchanged in Q3 2022.
  • United Parcel Service made up 0.1% of Milestone Wealth's portfolio in Q3 2022, its #80 holding.
  • Milestone Wealth first reported a position in United Parcel Service in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's United Parcel Service position peaked at $114K in Q1 2022.
  • 2,126 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.