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Sendero Wealth Management’s United Parcel Service UPS Stock Holding History

Sendero Wealth Management’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
Q3 		– Sell
-4,606
Closed -$841K – 114
2022
Q2 		$841K Sell
4,606
-445
-9% -$81.2K 0.81% 36
2022
Q1 		$1.08M Sell
5,051
-1,334
-21% -$283K 0.5% 27
2021
Q4 		$1.37M Buy
+6,385
New +$1.3M 0.61% 27

Other funds holding UPS

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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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sendero Wealth Management's UPS Position: Q3 2022 in Review

Sendero Wealth Management sold out of United Parcel Service (UPS) in Q3 2022, closing a stake of 4,606 shares — an estimated $841K sold.

Sendero Wealth Management first reported a position in UPS in Q4 2021 and held it in 3 quarters. The position peaked at $1.37M in Q4 2021. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • Sendero Wealth Management reported no remaining United Parcel Service position as of Q3 2022 after selling out during the quarter.
  • Sendero Wealth Management sold 4,606 United Parcel Service shares in Q3 2022, an estimated $841K.
  • Sendero Wealth Management first reported a position in United Parcel Service in Q4 2021 and held it in 3 quarters.
  • Sendero Wealth Management's United Parcel Service position peaked at $1.37M in Q4 2021.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Sendero Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.