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Syverson Strege & Co’s United Parcel Service UPS Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-215
Closed -$41.7K – 590
2023
Q1 		$41.7K Buy
215
+154
+252% +$28.2K 0.02% 135
2022
Q4 		$10.6K Buy
+61
New +$10.6K ﹤0.01% 194
2021
Q4 		– Sell
-115
Closed -$21K – 477
2021
Q3 		$21K Buy
+115
New +$22.7K 0.02% 192

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
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
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

Syverson Strege & Co's UPS Position: Q2 2023 in Review

Syverson Strege & Co sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 215 shares — an estimated $41.7K sold.

Syverson Strege & Co first reported a position in UPS in Q3 2021 and held it in 3 quarters. The position peaked at $41.7K in Q1 2023. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • Syverson Strege & Co reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 215 United Parcel Service shares in Q2 2023, an estimated $41.7K.
  • Syverson Strege & Co first reported a position in United Parcel Service in Q3 2021 and held it in 3 quarters.
  • Syverson Strege & Co's United Parcel Service position peaked at $41.7K in Q1 2023.
  • 2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.