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

Paladin 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
-726
Closed -$126K – 484
2022
Q4 		$126K Buy
726
+5
+0.7% +$866 0.11% 116
2022
Q3 		$116K Buy
721
+6
+0.8% +$1.14K 0.11% 113
2022
Q2 		$130K Buy
+715
New +$130K 0.11% 111
2022
Q1 		– Sell
-704
Closed -$150K – 502
2021
Q4 		$150K Buy
+704
New +$143K 0.12% 110

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paladin Advisory Group's UPS Position: Q4 2023 in Review

Paladin Advisory Group sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 747 shares — an estimated $117K sold.

Paladin Advisory Group first reported a position in UPS in Q1 2022 and held it in 4 quarters. The position peaked at $146K in Q1 2022. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • Paladin Advisory Group reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • Paladin Advisory Group sold 747 United Parcel Service shares in Q4 2023, an estimated $117K.
  • Paladin Advisory Group first reported a position in United Parcel Service in Q1 2022 and held it in 4 quarters.
  • Paladin Advisory Group's United Parcel Service position peaked at $146K in Q1 2022.
  • 2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Paladin Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.