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

Minot 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
2022 Q2	$605K	Buy	3,313 +137	+4%	+$25K	0.16%	105
2022 Q1	$681K	Buy	3,176 +88	+3%	+$18.7K	0.15%	105
2021 Q4	$662K	Sell	3,088 -1	-0%	-$203	0.13%	112
2021 Q3	$563K	Buy	3,089 +1,273	+70%	+$251K	0.12%	117
2021 Q2	$384K	Buy	1,816 +567	+45%	+$113K	0.08%	138
2021 Q1	$212K	Buy	+1,249	New	+$202K	0.05%	180

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Minot Wealth Management's UPS Position: Q2 2022 in Review

Minot Wealth Management increased its United Parcel Service (UPS) stake by 4.3% in Q2 2022, buying an estimated $25K and bringing the position to 3,313 shares worth $605K. The position accounts for 0.16% of the portfolio, ranked #105.

Minot Wealth Management first reported a position in UPS in Q1 2021 and has held it in 6 quarters since. The position peaked at $681K in Q1 2022. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

Minot Wealth Management held 3,313 shares of United Parcel Service worth $605K as of Q2 2022.
Minot Wealth Management bought 137 United Parcel Service shares in Q2 2022, an estimated $25K.
United Parcel Service made up 0.16% of Minot Wealth Management's portfolio in Q2 2022, its #105 holding.
Minot Wealth Management first reported a position in United Parcel Service in Q1 2021 and has held it in 6 quarters since.
Minot Wealth Management's United Parcel Service position peaked at $681K in Q1 2022.
2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.