Spartan Planning & Wealth Management’s United Parcel Service UPS Stock Holding History

Spartan Planning & 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
2023 Q4	$62.3K	Buy	396 +394	+19,700%	+$59.6K	0.07%	126
2023 Q3	$312	Buy	+2	New	+$345	﹤0.01%	134
2022 Q4	$174	Buy	+1	New	+$173	﹤0.01%	156
2022 Q3	–	Sell	-1	Closed	–	–	118
2022 Q2	$0	Sell	1 -350	-100%	-$63.8K	﹤0.01%	154
2022 Q1	$75K	Buy	+351	New	+$74.6K	0.09%	77

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Spartan Planning & Wealth Management's UPS Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its United Parcel Service (UPS) stake by 19,700% in Q4 2023, buying an estimated $59.6K and bringing the position to 396 shares worth $62.3K. The position accounts for 0.07% of the portfolio, ranked #126.

Spartan Planning & Wealth Management first reported a position in UPS in Q1 2022 and has held it in 5 quarters since. The position peaked at $75K in Q1 2022. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

Spartan Planning & Wealth Management held 396 shares of United Parcel Service worth $62.3K as of Q4 2023.
Spartan Planning & Wealth Management bought 394 United Parcel Service shares in Q4 2023, an estimated $59.6K.
United Parcel Service made up 0.07% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #126 holding.
Spartan Planning & Wealth Management first reported a position in United Parcel Service in Q1 2022 and has held it in 5 quarters since.
Spartan Planning & Wealth Management's United Parcel Service position peaked at $75K in Q1 2022.
2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.