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Sargent Bickham Lagudis’s United Parcel Service UPS Stock Holding History

Sargent Bickham Lagudis’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 		$1.13M Buy
6,496
+267
+4% +$46.2K 0.09% 127
2022
Q3 		$1.01M Sell
6,229
-71
-1% -$13.4K 0.09% 126
2022
Q2 		$1.15M Buy
6,300
+242
+4% +$44.1K 0.1% 127
2022
Q1 		$1.3M Buy
6,058
+5,415
+842% +$1.15M 0.1% 120
2021
Q4 		$138K Sell
643
-46
-7% -$9.36K 0.01% 295
2021
Q3 		$125K Buy
689
+48
+7% +$9.47K 0.01% 302
2021
Q2 		$133K Buy
641
+1
+0.2% +$200 0.01% 306
2021
Q1 		$109K Buy
640
+55
+9% +$8.9K 0.01% 325
2020
Q4 		$99K Buy
585
+1
+0.2% +$169 0.01% 332
2020
Q3 		$97K Buy
584
+1
+0.2% +$146 0.01% 298
2020
Q2 		$65K Buy
583
+152
+35% +$15.2K 0.01% 326
2020
Q1 		$40K Buy
431
+180
+72% +$18.6K 0.01% 373
2019
Q4 		$29K Buy
251
+88
+54% +$10.4K ﹤0.01% 469
2019
Q3 		$19K Buy
163
+2
+1% +$229 ﹤0.01% 484
2019
Q2 		$17K Buy
161
+1
+0.6% +$104 ﹤0.01% 526
2019
Q1 		$18K Buy
160
+2
+1% +$212 ﹤0.01% 528
2018
Q4 		$15K Buy
158
+1
+0.6% +$108 ﹤0.01% 532
2018
Q3 		$18K Buy
157
+1
+0.6% +$118 ﹤0.01% 521
2018
Q2 		$17K Buy
156
+1
+0.6% +$112 ﹤0.01% 522
2018
Q1 		$16K Buy
155
+2
+1% +$231 ﹤0.01% 517
2017
Q4 		$18K Buy
153
+1
+0.7% +$118 ﹤0.01% 513
2017
Q3 		$18K Buy
152
+1
+0.7% +$114 ﹤0.01% 514
2017
Q2 		$17K Buy
151
+1
+0.7% +$107 ﹤0.01% 503
2017
Q1 		$16K Buy
150
+100
+200% +$10.9K ﹤0.01% 522
2016
Q4 		$6K Sell
50
-149
-75% -$16.8K ﹤0.01% 616
2016
Q3 		$22 Buy
+199
New +$21.7K ﹤0.01% 467

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

Sargent Bickham Lagudis's UPS Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its United Parcel Service (UPS) stake by 4.3% in Q4 2022, buying an estimated $46.2K and bringing the position to 6,496 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #127.

Sargent Bickham Lagudis first reported a position in UPS in Q3 2016 and has held it in 26 quarters since. The position peaked at $1.3M in Q1 2022. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

  • Sargent Bickham Lagudis held 6,496 shares of United Parcel Service worth $1.13M as of Q4 2022.
  • Sargent Bickham Lagudis bought 267 United Parcel Service shares in Q4 2022, an estimated $46.2K.
  • United Parcel Service made up 0.09% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #127 holding.
  • Sargent Bickham Lagudis first reported a position in United Parcel Service in Q3 2016 and has held it in 26 quarters since.
  • Sargent Bickham Lagudis's United Parcel Service position peaked at $1.3M in Q1 2022.
  • 2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.