Nadler Financial Group’s United Parcel Service UPS Stock Holding History

Nadler Financial Group’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 Q3	–	Sell	-1,276	Closed	-$229K	–	116
2023 Q2	$229K	Buy	1,276 +50	+4%	+$8.88K	0.03%	101
2023 Q1	$238K	Hold	1,226	–	–	0.04%	98
2022 Q4	$213K	Buy	+1,226	New	+$212K	0.04%	103
2022 Q3	–	Sell	-1,226	Closed	-$224K	–	111
2022 Q2	$224K	Sell	1,226 -21	-2%	-$3.83K	0.04%	96
2022 Q1	$267K	Sell	1,247 -42	-3%	-$8.92K	0.04%	93
2021 Q4	$276K	Hold	1,289	–	–	0.04%	101
2021 Q3	$235K	Sell	1,289 -267	-17%	-$52.7K	0.04%	109
2021 Q2	$324K	Hold	1,556	–	–	0.05%	86
2021 Q1	$265K	Buy	1,556 +30	+2%	+$4.85K	0.05%	98
2020 Q4	$257K	Buy	+1,526	New	+$258K	0.05%	91

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nadler Financial Group's UPS Position: Q3 2023 in Review

Nadler Financial Group sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 1,276 shares — an estimated $229K sold.

Nadler Financial Group first reported a position in UPS in Q4 2020 and held it in 10 quarters. The position peaked at $324K in Q2 2021. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

Nadler Financial Group reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
Nadler Financial Group sold 1,276 United Parcel Service shares in Q3 2023, an estimated $229K.
Nadler Financial Group first reported a position in United Parcel Service in Q4 2020 and held it in 10 quarters.
Nadler Financial Group's United Parcel Service position peaked at $324K in Q2 2021.
2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Nadler Financial Group's 13F filing for Q3 2023, filed 24 Oct 2023.