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Sutton Wealth Advisors’s United Parcel Service UPS Stock Holding History

Sutton Wealth 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
Q3 		$142K Sell
911
-1
-0.1% -$173 0.07% 133
2023
Q2 		$163K Sell
912
-55
-6% -$9.77K 0.08% 127
2023
Q1 		$188K Sell
967
-1,319
-58% -$242K 0.1% 108
2022
Q4 		$397K Sell
2,286
-580
-20% -$100K 0.15% 106
2022
Q3 		$463K Buy
2,866
+551
+24% +$104K 0.19% 85
2022
Q2 		$423K Buy
2,315
+25
+1% +$4.56K 0.17% 90
2022
Q1 		$491K Buy
2,290
+16
+0.7% +$3.4K 0.17% 87
2021
Q4 		$487K Buy
2,274
+5
+0.2% +$1.02K 0.16% 92
2021
Q3 		$413K Sell
2,269
-1
-0% -$197 0.15% 103
2021
Q2 		$472K Hold
2,270
– – 0.17% 95
2021
Q1 		$386K Buy
2,270
+5
+0.2% +$809 0.15% 105
2020
Q4 		$381K Buy
2,265
+13
+0.6% +$2.19K 0.16% 103
2020
Q3 		$375K Buy
2,252
+25
+1% +$3.64K 0.18% 95
2020
Q2 		$248K Sell
2,227
-100
-4% -$9.98K 0.13% 119
2020
Q1 		$217K Sell
2,327
-238
-9% -$24.7K 0.14% 120
2019
Q4 		$300K Hold
2,565
– – 0.15% 110
2019
Q3 		$307K Buy
2,565
+11
+0.4% +$1.26K 0.17% 100
2019
Q2 		$264K Sell
2,554
-53
-2% -$5.51K 0.15% 113
2019
Q1 		$291K Buy
2,607
+11
+0.4% +$1.17K 0.17% 106
2018
Q4 		$253K Buy
2,596
+582
+29% +$63.1K 0.16% 103
2018
Q3 		$235K Hold
2,014
– – 0.15% 112
2018
Q2 		$214K Hold
2,014
– – 0.15% 115
2018
Q1 		$211K Hold
2,014
– – 0.15% 120
2017
Q4 		$240K Hold
2,014
– – 0.18% 106
2017
Q3 		$242K Hold
2,014
– – 0.18% 95
2017
Q2 		$223K Hold
2,014
– – 0.18% 101
2017
Q1 		$216K Hold
2,014
– – 0.18% 96
2016
Q4 		$231K Hold
2,014
– – 0.21% 82
2016
Q3 		$220K Sell
2,014
-285
-12% -$31.1K 0.2% 80
2016
Q2 		$248K Hold
2,299
– – 0.23% 74
2016
Q1 		$242K Buy
+2,299
New +$223K 0.23% 73

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

Sutton Wealth Advisors's UPS Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its United Parcel Service (UPS) stake by 0.11% in Q3 2023, selling an estimated $173 and leaving 911 shares worth $142K. The position accounts for 0.07% of the portfolio, ranked #133.

Sutton Wealth Advisors first reported a position in UPS in Q1 2016 and has held it in 31 quarters since. The position peaked at $491K in Q1 2022. 2,200 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • Sutton Wealth Advisors held 911 shares of United Parcel Service worth $142K as of Q3 2023.
  • Sutton Wealth Advisors sold 1 United Parcel Service share in Q3 2023, an estimated $173.
  • United Parcel Service made up 0.07% of Sutton Wealth Advisors's portfolio in Q3 2023, its #133 holding.
  • Sutton Wealth Advisors first reported a position in United Parcel Service in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's United Parcel Service position peaked at $491K in Q1 2022.
  • 2,200 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.