MPCL
UPS icon

My Personal CFO LLC’s United Parcel Service UPS Stock Holding History

My Personal CFO LLC’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
-107
Closed -$18.6K – 781
2022
Q4 		$18.6K Buy
+107
New +$18.5K 0.02% 209

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

My Personal CFO LLC's UPS Position: Q1 2023 in Review

My Personal CFO LLC sold out of United Parcel Service (UPS) in Q1 2023, closing a stake of 107 shares — an estimated $18.6K sold.

My Personal CFO LLC first reported a position in UPS in Q4 2022 and held it in 1 quarter. The position peaked at $18.6K in Q4 2022. 2,258 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

  • My Personal CFO LLC reported no remaining United Parcel Service position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 107 United Parcel Service shares in Q1 2023, an estimated $18.6K.
  • My Personal CFO LLC first reported a position in United Parcel Service in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's United Parcel Service position peaked at $18.6K in Q4 2022.
  • 2,258 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.