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Steward Financial Group’s United Parcel Service UPS Stock Holding History

Steward Financial 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 		$38K Sell
247
-128
-34% -$22.1K 0.01% 174
2023
Q2 		$67K Buy
+375
New +$66.6K 0.02% 120
2022
Q3 		– Sell
-281
Closed -$51K – 1251
2022
Q2 		$51K Buy
281
+131
+87% +$23.9K 0.04% 86
2022
Q1 		$32K Hold
150
– – 0.03% 120
2021
Q4 		$32K Buy
+150
New +$30.5K 0.03% 100

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Steward Financial Group's UPS Position: Q3 2023 in Review

Steward Financial Group reduced its United Parcel Service (UPS) stake by 34% in Q3 2023, selling an estimated $22.1K and leaving 247 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #174.

Steward Financial Group first reported a position in UPS in Q4 2021 and has held it in 5 quarters since. The position peaked at $67K in Q2 2023. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • Steward Financial Group held 247 shares of United Parcel Service worth $38K as of Q3 2023.
  • Steward Financial Group sold 128 United Parcel Service shares in Q3 2023, an estimated $22.1K.
  • United Parcel Service made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #174 holding.
  • Steward Financial Group first reported a position in United Parcel Service in Q4 2021 and has held it in 5 quarters since.
  • Steward Financial Group's United Parcel Service position peaked at $67K in Q2 2023.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.