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Summit Financial Strategies’s United Parcel Service UPS Stock Holding History

Summit Financial Strategies’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
Q4 		– Sell
-1,529
Closed -$247K – 128
2022
Q3 		$247K Buy
+1,529
New +$290K 0.06% 102
2022
Q2 		– Sell
-1,043
Closed -$224K – 130
2022
Q1 		$224K Hold
1,043
– – 0.05% 106
2021
Q4 		$224K Sell
1,043
-295
-22% -$60K 0.04% 113
2021
Q3 		$244K Hold
1,338
– – 0.05% 104
2021
Q2 		$278K Buy
+1,338
New +$268K 0.06% 97

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Financial Strategies's UPS Position: Q4 2022 in Review

Summit Financial Strategies sold out of United Parcel Service (UPS) in Q4 2022, closing a stake of 1,529 shares — an estimated $247K sold.

Summit Financial Strategies first reported a position in UPS in Q2 2021 and held it in 5 quarters. The position peaked at $278K in Q2 2021. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

  • Summit Financial Strategies reported no remaining United Parcel Service position as of Q4 2022 after selling out during the quarter.
  • Summit Financial Strategies sold 1,529 United Parcel Service shares in Q4 2022, an estimated $247K.
  • Summit Financial Strategies first reported a position in United Parcel Service in Q2 2021 and held it in 5 quarters.
  • Summit Financial Strategies's United Parcel Service position peaked at $278K in Q2 2021.
  • 2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Summit Financial Strategies's 13F filing for Q4 2022, filed 20 Jan 2023.