Sage Private Wealth Group’s United Parcel Service UPS Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-80	Closed	-$13K	–	173
2022 Q3	$13K	Hold	80	–	–	0.02%	137
2022 Q2	$15K	Hold	80	–	–	0.02%	128
2022 Q1	$17K	Hold	80	–	–	0.02%	128
2021 Q4	$17K	Hold	80	–	–	0.02%	125
2021 Q3	$15K	Hold	80	–	–	0.02%	130
2021 Q2	$17K	Hold	80	–	–	0.02%	120
2021 Q1	$14K	Hold	80	–	–	0.02%	131
2020 Q4	$13K	Buy	+80	New	+$13.5K	0.04%	124

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sage Private Wealth Group's UPS Position: Q4 2022 in Review

Sage Private Wealth Group sold out of United Parcel Service (UPS) in Q4 2022, closing a stake of 80 shares — an estimated $13K sold.

Sage Private Wealth Group first reported a position in UPS in Q4 2020 and held it in 8 quarters. The position peaked at $17K in Q1 2022. 2,231 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

Sage Private Wealth Group reported no remaining United Parcel Service position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 80 United Parcel Service shares in Q4 2022, an estimated $13K.
Sage Private Wealth Group first reported a position in United Parcel Service in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's United Parcel Service position peaked at $17K in Q1 2022.
2,231 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.