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Reitz Capital Advisors’s United Parcel Service UPS Stock Holding History

Reitz Capital Advisors’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
-667
Closed -$103K – 46
2023
Q3 		$103K Buy
+667
New +$115K 0.2% 30
2023
Q2 		– Sell
-1,629
Closed -$316K – 52
2023
Q1 		$316K Sell
1,629
-225
-12% -$41.3K 0.29% 36
2022
Q4 		$322K Sell
1,854
-1,197
-39% -$207K 0.31% 34
2022
Q3 		$493K Buy
3,051
+255
+9% +$48.3K 0.45% 25
2022
Q2 		$510K Buy
2,796
+523
+23% +$95.4K 0.46% 26
2022
Q1 		$487K Buy
2,273
+6
+0.3% +$1.27K 0.35% 31
2021
Q4 		$471K Sell
2,267
-89
-4% -$18.1K 0.33% 27
2021
Q3 		$429K Buy
2,356
+89
+4% +$17.6K 0.32% 28
2021
Q2 		$471K Sell
2,267
-225
-9% -$45K 0.33% 27
2021
Q1 		$424K Sell
2,492
-60
-2% -$9.71K 0.31% 33
2020
Q4 		$430K Sell
2,552
-129
-5% -$21.8K 0.35% 28
2020
Q3 		$447K Sell
2,681
-1,303
-33% -$190K 0.41% 30
2020
Q2 		$443K Buy
3,984
+624
+19% +$62.3K 0.56% 19
2020
Q1 		$314K Buy
+3,360
New +$348K 0.41% 27

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Reitz Capital Advisors's UPS Position: Q4 2023 in Review

Reitz Capital Advisors sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 667 shares — an estimated $103K sold.

Reitz Capital Advisors first reported a position in UPS in Q1 2020 and held it in 14 quarters. The position peaked at $510K in Q2 2022. 2,264 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • Reitz Capital Advisors reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • Reitz Capital Advisors sold 667 United Parcel Service shares in Q4 2023, an estimated $103K.
  • Reitz Capital Advisors first reported a position in United Parcel Service in Q1 2020 and held it in 14 quarters.
  • Reitz Capital Advisors's United Parcel Service position peaked at $510K in Q2 2022.
  • 2,264 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Reitz Capital Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.