Northstar Advisory Group’s United Parcel Service UPS Stock Holding History

Northstar Advisory 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 Q1	–	Sell	-3,422	Closed	-$595K	–	103
2022 Q4	$595K	Sell	3,422 -144	-4%	-$24.9K	0.47%	43
2022 Q3	$576K	Buy	3,566 +143	+4%	+$27.1K	0.52%	41
2022 Q2	$625K	Sell	3,423 -211	-6%	-$38.5K	0.46%	32
2022 Q1	$779K	Buy	3,634 +78	+2%	+$16.6K	0.5%	46
2021 Q4	$762K	Buy	+3,556	New	+$723K	0.45%	42
2021 Q3	–	Sell	-13,135	Closed	-$2.73M	–	127
2021 Q2	$2.73M	Buy	13,135 +5,144	+64%	+$1.03M	1.71%	15
2021 Q1	$1.36M	Sell	7,991 -2,483	-24%	-$402K	1.04%	31
2020 Q4	$1.76M	Buy	+10,474	New	+$1.77M	1.48%	18

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

Northstar Advisory Group's UPS Position: Q1 2023 in Review

Northstar Advisory Group sold out of United Parcel Service (UPS) in Q1 2023, closing a stake of 3,422 shares — an estimated $595K sold.

Northstar Advisory Group first reported a position in UPS in Q4 2020 and held it in 8 quarters. The position peaked at $2.73M in Q2 2021. 2,258 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

Northstar Advisory Group reported no remaining United Parcel Service position as of Q1 2023 after selling out during the quarter.
Northstar Advisory Group sold 3,422 United Parcel Service shares in Q1 2023, an estimated $595K.
Northstar Advisory Group first reported a position in United Parcel Service in Q4 2020 and held it in 8 quarters.
Northstar Advisory Group's United Parcel Service position peaked at $2.73M in Q2 2021.
2,258 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on Northstar Advisory Group's 13F filing for Q1 2023, filed 10 Apr 2023.