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Souders Financial Advisors’s United Parcel Service UPS Stock Holding History

Souders Financial Advisors’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
Q4 		– Sell
-6,744
Closed -$1.05M – 159
2023
Q3 		$1.05M Buy
6,744
+670
+11% +$116K 0.2% 81
2023
Q2 		$1.09M Buy
6,074
+1,635
+37% +$290K 0.21% 80
2023
Q1 		$861K Buy
+4,439
New +$814K 0.18% 89
2022
Q4 		– Sell
-6,593
Closed -$1.06M – 153
2022
Q3 		$1.06M Buy
6,593
+906
+16% +$172K 0.29% 77
2022
Q2 		$1.04M Buy
5,687
+2,265
+66% +$413K 0.3% 70
2022
Q1 		$734K Buy
+3,422
New +$727K 0.21% 91

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Souders Financial Advisors's UPS Position: Q4 2023 in Review

Souders Financial Advisors sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 6,744 shares — an estimated $1.05M sold.

Souders Financial Advisors first reported a position in UPS in Q1 2022 and held it in 6 quarters. The position peaked at $1.09M in Q2 2023. 2,260 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • Souders Financial Advisors reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • Souders Financial Advisors sold 6,744 United Parcel Service shares in Q4 2023, an estimated $1.05M.
  • Souders Financial Advisors first reported a position in United Parcel Service in Q1 2022 and held it in 6 quarters.
  • Souders Financial Advisors's United Parcel Service position peaked at $1.09M in Q2 2023.
  • 2,260 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Souders Financial Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.