Transparent Wealth Partners’s United Parcel Service UPS Stock Holding History

Transparent Wealth Partners’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 Q1	$309K	Buy	1,595 +14	+0.9%	+$2.57K	0.23%	27
2022 Q4	$275K	Buy	1,581 +13	+0.8%	+$2.25K	0.22%	28
2022 Q3	$253K	Buy	1,568 +12	+0.8%	+$2.27K	0.21%	28
2022 Q2	$284K	Buy	+1,556	New	+$284K	0.25%	25
2022 Q1	–	Sell	-1,532	Closed	-$328K	–	56
2021 Q4	$328K	Buy	+1,532	New	+$312K	0.25%	23

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Transparent Wealth Partners's UPS Position: Q1 2023 in Review

Transparent Wealth Partners increased its United Parcel Service (UPS) stake by 0.89% in Q1 2023, buying an estimated $2.57K and bringing the position to 1,595 shares worth $309K. The position accounts for 0.23% of the portfolio, ranked #27.

Transparent Wealth Partners first reported a position in UPS in Q4 2021 and has held it in 5 quarters since. The position peaked at $328K in Q4 2021. 2,259 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

Transparent Wealth Partners held 1,595 shares of United Parcel Service worth $309K as of Q1 2023.
Transparent Wealth Partners bought 14 United Parcel Service shares in Q1 2023, an estimated $2.57K.
United Parcel Service made up 0.23% of Transparent Wealth Partners's portfolio in Q1 2023, its #27 holding.
Transparent Wealth Partners first reported a position in United Parcel Service in Q4 2021 and has held it in 5 quarters since.
Transparent Wealth Partners's United Parcel Service position peaked at $328K in Q4 2021.
2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on Transparent Wealth Partners's 13F filing for Q1 2023, filed 13 Apr 2023.