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Sageworth Trust’s United Parcel Service UPS Stock Holding History

Sageworth Trust’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
Q1 		– Sell
-14
Closed -$2K – 592
2022
Q4 		$2K Buy
+14
New +$2.42K ﹤0.01% 378
2020
Q3 		– Sell
-3
Closed – – 341
2020
Q2 		$0 Buy
+3
New +$299 ﹤0.01% 341
2019
Q4 		– Sell
-200
Closed -$24K – 205
2019
Q3 		$24K Hold
200
– – ﹤0.01% 115
2019
Q2 		$21K Buy
+200
New +$20.8K ﹤0.01% 127
2018
Q1 		– Sell
-32
Closed -$4K – 182
2017
Q4 		$4K Buy
+32
New +$3.76K ﹤0.01% 75
2015
Q1 		– Sell
-4,616
Closed -$513K – 82
2014
Q4 		$513K Buy
+4,616
New +$487K 0.16% 53

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sageworth Trust's UPS Position: Q1 2023 in Review

Sageworth Trust sold out of United Parcel Service (UPS) in Q1 2023, closing a stake of 14 shares — an estimated $2K sold.

Sageworth Trust first reported a position in UPS in Q4 2014 and held it in 6 quarters. The position peaked at $513K in Q4 2014. 2,258 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

  • Sageworth Trust reported no remaining United Parcel Service position as of Q1 2023 after selling out during the quarter.
  • Sageworth Trust sold 14 United Parcel Service shares in Q1 2023, an estimated $2K.
  • Sageworth Trust first reported a position in United Parcel Service in Q4 2014 and held it in 6 quarters.
  • Sageworth Trust's United Parcel Service position peaked at $513K in Q4 2014.
  • 2,258 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.