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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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. 2,228 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.
  • 2,228 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.