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

Piershale 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 Q2	$29.6K	Buy	165 +1	+0.6%	+$178	0.02%	55
2023 Q1	$31.8K	Buy	164 +2	+1%	+$367	0.03%	44
2022 Q4	$28.2K	Buy	+162	New	+$28K	0.02%	49
2016 Q4	–	Sell	-134	Closed	-$15K	–	132
2016 Q3	$15K	Buy	134 +1	+0.8%	+$109	0.01%	79
2016 Q2	$14K	Buy	133 +1	+0.8%	+$104	0.01%	80
2016 Q1	$14K	Buy	132 +1	+0.8%	+$97	0.01%	68
2015 Q4	$13K	Buy	131 +1	+0.8%	+$102	0.01%	102
2015 Q3	$13K	Buy	130 +1	+0.8%	+$99	0.01%	67
2015 Q2	$13K	Hold	129	–	–	0.01%	69
2015 Q1	$12K	Buy	129 +1	+0.8%	+$103	0.01%	74
2014 Q4	$14K	Buy	128 +1	+0.8%	+$106	0.01%	86
2014 Q3	$12K	Buy	127 +1	+0.8%	+$99	0.01%	79
2014 Q2	$13K	Buy	126 +1	+0.8%	+$100	0.01%	85
2014 Q1	$12K	Buy	125 +1	+0.8%	+$97	0.01%	77
2013 Q4	$13K	Hold	124	–	–	0.02%	57
2013 Q3	$11K	Buy	124 +1	+0.8%	+$88	0.01%	73
2013 Q2	$11K	Buy	+123	New	+$10.6K	0.02%	54

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Piershale Financial Group's UPS Position: Q2 2023 in Review

Piershale Financial Group increased its United Parcel Service (UPS) stake by 0.61% in Q2 2023, buying an estimated $178 and bringing the position to 165 shares worth $29.6K. The position accounts for 0.02% of the portfolio, ranked #55.

Piershale Financial Group first reported a position in UPS in Q2 2013 and has held it in 17 quarters since. The position peaked at $31.8K in Q1 2023. 2,250 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

Piershale Financial Group held 165 shares of United Parcel Service worth $29.6K as of Q2 2023.
Piershale Financial Group bought 1 United Parcel Service share in Q2 2023, an estimated $178.
United Parcel Service made up 0.02% of Piershale Financial Group's portfolio in Q2 2023, its #55 holding.
Piershale Financial Group first reported a position in United Parcel Service in Q2 2013 and has held it in 17 quarters since.
Piershale Financial Group's United Parcel Service position peaked at $31.8K in Q1 2023.
2,250 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.