SBB Research Group’s United Parcel Service UPS Stock Holding History

SBB Research 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
2023 Q3	$716K	Buy	4,592 +43	+0.9%	+$7.42K	1.28%	16
2023 Q2	$815K	Buy	4,549 +43	+1%	+$7.63K	1.48%	13
2023 Q1	$874K	Buy	4,506 +39	+0.9%	+$7.15K	1.23%	15
2022 Q4	$777K	Buy	4,467 +37	+0.8%	+$6.41K	1.12%	16
2022 Q3	$716K	Buy	4,430 +34	+0.8%	+$6.44K	1.01%	17
2022 Q2	$802K	Buy	4,396 +36	+0.8%	+$6.57K	0.32%	21
2022 Q1	$935K	Buy	4,360 +33	+0.8%	+$7.01K	0.2%	21
2021 Q4	$928K	Buy	+4,327	New	+$880K	0.14%	21

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SBB Research Group's UPS Position: Q3 2023 in Review

SBB Research Group increased its United Parcel Service (UPS) stake by 0.95% in Q3 2023, buying an estimated $7.42K and bringing the position to 4,592 shares worth $716K. The position accounts for 1.28% of the portfolio, ranked #16.

SBB Research Group first reported a position in UPS in Q4 2021 and has held it in 8 quarters since. The position peaked at $935K in Q1 2022. 2,200 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

SBB Research Group held 4,592 shares of United Parcel Service worth $716K as of Q3 2023.
SBB Research Group bought 43 United Parcel Service shares in Q3 2023, an estimated $7.42K.
United Parcel Service made up 1.28% of SBB Research Group's portfolio in Q3 2023, its #16 holding.
SBB Research Group first reported a position in United Parcel Service in Q4 2021 and has held it in 8 quarters since.
SBB Research Group's United Parcel Service position peaked at $935K in Q1 2022.
2,200 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on SBB Research Group's 13F filing for Q3 2023, filed 13 Nov 2023.