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RW Investment Management’s United Parcel Service UPS Stock Holding History

RW Investment 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
2023
Q3 		– Sell
-1,193
Closed -$214K – 88
2023
Q2 		$214K Hold
1,193
– – 0.04% 81
2023
Q1 		$231K Buy
+1,193
New +$219K 0.06% 79

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RW Investment Management's UPS Position: Q3 2023 in Review

RW Investment Management sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 1,193 shares — an estimated $214K sold.

RW Investment Management first reported a position in UPS in Q1 2023 and held it in 2 quarters. The position peaked at $231K in Q1 2023. 2,200 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • RW Investment Management reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
  • RW Investment Management sold 1,193 United Parcel Service shares in Q3 2023, an estimated $214K.
  • RW Investment Management first reported a position in United Parcel Service in Q1 2023 and held it in 2 quarters.
  • RW Investment Management's United Parcel Service position peaked at $231K in Q1 2023.
  • 2,200 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on RW Investment Management's 13F filing for Q3 2023, filed 6 Jun 2024.