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Momentum Advisors’s United Parcel Service UPS Stock Holding History

Momentum Advisors’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
Q4 		$1.62M Buy
9,303
+4
+0% +$692 1.64% 15
2022
Q3 		$1.5M Sell
9,299
-5
-0.1% -$947 1.66% 17
2022
Q2 		$1.7M Buy
+9,304
New +$1.7M 1.91% 11

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Momentum Advisors's UPS Position: Q4 2022 in Review

Momentum Advisors increased its United Parcel Service (UPS) stake by 0.04% in Q4 2022, buying an estimated $692 and bringing the position to 9,303 shares worth $1.62M. The position accounts for 1.64% of the portfolio, ranked #15.

Momentum Advisors first reported a position in UPS in Q2 2022 and has held it in 3 quarters since. The position peaked at $1.7M in Q2 2022. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

  • Momentum Advisors held 9,303 shares of United Parcel Service worth $1.62M as of Q4 2022.
  • Momentum Advisors bought 4 United Parcel Service shares in Q4 2022, an estimated $692.
  • United Parcel Service made up 1.64% of Momentum Advisors's portfolio in Q4 2022, its #15 holding.
  • Momentum Advisors first reported a position in United Parcel Service in Q2 2022 and has held it in 3 quarters since.
  • Momentum Advisors's United Parcel Service position peaked at $1.7M in Q2 2022.
  • 2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.