Parisi Gray Wealth Management’s United Parcel Service UPS Stock Holding History

Parisi Gray Wealth Management’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 Q2	–	Sell	-979	Closed	-$210K	–	118
2022 Q1	$210K	Hold	979	–	–	0.09%	113
2021 Q4	$210K	Buy	+979	New	+$199K	0.08%	121
2021 Q3	–	Sell	-979	Closed	-$204K	–	526
2021 Q2	$204K	Buy	+979	New	+$196K	0.07%	122
2019 Q2	–	Sell	-1,061	Closed	-$119K	–	434
2019 Q1	$119K	Sell	1,061 -134	-11%	-$14.2K	0.08%	124
2018 Q4	$115K	Hold	1,195	–	–	0.08%	120
2018 Q3	$139K	Hold	1,195	–	–	0.09%	123
2018 Q2	$127K	Hold	1,195	–	–	0.08%	127
2018 Q1	$126K	Hold	1,195	–	–	0.1%	121
2017 Q4	$148K	Buy	+1,195	New	+$140K	0.11%	110

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Parisi Gray Wealth Management's UPS Position: Q2 2022 in Review

Parisi Gray Wealth Management sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 979 shares — an estimated $210K sold.

Parisi Gray Wealth Management first reported a position in UPS in Q4 2017 and held it in 9 quarters. The position peaked at $210K in Q1 2022. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

Parisi Gray Wealth Management reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
Parisi Gray Wealth Management sold 979 United Parcel Service shares in Q2 2022, an estimated $210K.
Parisi Gray Wealth Management first reported a position in United Parcel Service in Q4 2017 and held it in 9 quarters.
Parisi Gray Wealth Management's United Parcel Service position peaked at $210K in Q1 2022.
2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.