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REDW Wealth’s United Parcel Service UPS Stock Holding History

REDW Wealth’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
Q4 		– Sell
-3,107
Closed -$484K – 154
2023
Q3 		$484K Hold
3,107
– – 0.15% 81
2023
Q2 		$557K Buy
+3,107
New +$552K 0.17% 74
2018
Q4 		– Sell
-2,599
Closed -$303K – 88
2018
Q3 		$303K Hold
2,599
– – 0.2% 57
2018
Q2 		$276K Buy
+2,599
New +$292K 0.2% 58

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

REDW Wealth's UPS Position: Q4 2023 in Review

REDW Wealth sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 3,107 shares — an estimated $484K sold.

REDW Wealth first reported a position in UPS in Q2 2018 and held it in 4 quarters. The position peaked at $557K in Q2 2023. 2,260 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • REDW Wealth reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • REDW Wealth sold 3,107 United Parcel Service shares in Q4 2023, an estimated $484K.
  • REDW Wealth first reported a position in United Parcel Service in Q2 2018 and held it in 4 quarters.
  • REDW Wealth's United Parcel Service position peaked at $557K in Q2 2023.
  • 2,260 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on REDW Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.