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

MinichMacGregor 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
2023 Q1	–	Sell	-540	Closed	-$94K	–	613
2022 Q4	$94K	Buy	+540	New	+$93.5K	0.03%	115
2020 Q2	–	Sell	-143,576	Closed	-$14.3M	–	112
2020 Q1	$14.3M	Buy	+143,576	New	+$14.9M	12.87%	2
2018 Q4	–	Sell	-316	Closed	-$37K	–	494
2018 Q3	$37K	Buy	316 +18	+6%	+$2.12K	0.02%	149
2018 Q2	$31K	Sell	298 -100	-25%	-$11.2K	0.02%	160
2018 Q1	$41K	Buy	398 +100	+34%	+$11.6K	0.03%	125
2017 Q4	$35K	Hold	298	–	–	0.03%	142
2017 Q3	$35K	Hold	298	–	–	0.03%	133
2017 Q2	$32K	Buy	298 +1	+0.3%	+$107	0.03%	134
2017 Q1	$31K	Buy	297 +1	+0.3%	+$109	0.03%	133
2016 Q4	$34K	Hold	296	–	–	0.03%	134
2016 Q3	$32K	Hold	296	–	–	0.03%	149
2016 Q2	$31K	Hold	296	–	–	0.03%	139
2016 Q1	$31K	Sell	296 -6	-2%	-$583	0.03%	138
2015 Q4	$30K	Buy	+302	New	+$30.9K	0.03%	139

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MinichMacGregor Wealth Management's UPS Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of United Parcel Service (UPS) in Q1 2023, closing a stake of 540 shares — an estimated $94K sold.

MinichMacGregor Wealth Management first reported a position in UPS in Q4 2015 and held it in 14 quarters. The position peaked at $14.3M in Q1 2020. 2,258 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining United Parcel Service position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 540 United Parcel Service shares in Q1 2023, an estimated $94K.
MinichMacGregor Wealth Management first reported a position in United Parcel Service in Q4 2015 and held it in 14 quarters.
MinichMacGregor Wealth Management's United Parcel Service position peaked at $14.3M in Q1 2020.
2,258 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.