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Peterson Wealth Management’s United Parcel Service UPS Stock Holding History

Peterson 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
Q1 		– Sell
-4,853
Closed -$1.04M – 67
2021
Q4 		$1.04M Buy
4,853
+167
+4% +$34K 0.69% 42
2021
Q3 		$853K Sell
4,686
-47
-1% -$9.28K 0.66% 42
2021
Q2 		$984K Buy
+4,733
New +$947K 0.77% 42

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Peterson Wealth Management's UPS Position: Q1 2022 in Review

Peterson Wealth Management sold out of United Parcel Service (UPS) in Q1 2022, closing a stake of 4,853 shares — an estimated $1.04M sold.

Peterson Wealth Management first reported a position in UPS in Q2 2021 and held it in 3 quarters. The position peaked at $1.04M in Q4 2021. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

  • Peterson Wealth Management reported no remaining United Parcel Service position as of Q1 2022 after selling out during the quarter.
  • Peterson Wealth Management sold 4,853 United Parcel Service shares in Q1 2022, an estimated $1.04M.
  • Peterson Wealth Management first reported a position in United Parcel Service in Q2 2021 and held it in 3 quarters.
  • Peterson Wealth Management's United Parcel Service position peaked at $1.04M in Q4 2021.
  • 2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Peterson Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.