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Traverso Chambers Private Wealth Management’s United Parcel Service UPS Stock Holding History

Traverso Chambers Private Wealth Management’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
Q4 		$482K Buy
3,065
+8
+0.3% +$1.21K 0.12% 77
2023
Q3 		$476K Buy
3,057
+46
+2% +$7.94K 0.13% 71
2023
Q2 		$540K Buy
3,011
+24
+0.8% +$4.26K 0.14% 68
2023
Q1 		$579K Buy
2,987
+1
+0% +$183 0.16% 67
2022
Q4 		$519K Buy
2,986
+6
+0.2% +$1.04K 0.15% 70
2022
Q3 		$481K Buy
2,980
+1
+0% +$189 0.15% 72
2022
Q2 		$544K Buy
2,979
+325
+12% +$59.3K 0.18% 66
2022
Q1 		$569K Buy
2,654
+1
+0% +$212 0.17% 69
2021
Q4 		$569K Hold
2,653
– – 0.17% 68
2021
Q3 		$483K Hold
2,653
– – 0.15% 69
2021
Q2 		$552K Buy
2,653
+196
+8% +$39.2K 0.17% 65
2021
Q1 		$418K Hold
2,457
– – 0.14% 73
2020
Q4 		$414K Buy
2,457
+1
+0% +$169 0.15% 68
2020
Q3 		$409K Sell
2,456
-245
-9% -$35.7K 0.16% 63
2020
Q2 		$300K Buy
2,701
+1
+0% +$100 0.13% 73
2020
Q1 		$252K Sell
2,700
-86
-3% -$8.91K 0.12% 78
2019
Q4 		$326K Sell
2,786
-96
-3% -$11.4K 0.14% 76
2019
Q3 		$345K Buy
2,882
+229
+9% +$26.2K 0.16% 70
2019
Q2 		$271K Sell
2,653
-212
-7% -$22.1K 0.13% 83
2019
Q1 		$320K Hold
2,865
– – 0.16% 72
2018
Q4 		$279K Buy
+2,865
New +$311K 0.15% 75

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Traverso Chambers Private Wealth Management's UPS Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its United Parcel Service (UPS) stake by 0.26% in Q4 2023, buying an estimated $1.21K and bringing the position to 3,065 shares worth $482K. The position accounts for 0.12% of the portfolio, ranked #77.

Traverso Chambers Private Wealth Management first reported a position in UPS in Q4 2018 and has held it in 21 quarters since. The position peaked at $579K in Q1 2023. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 3,065 shares of United Parcel Service worth $482K as of Q4 2023.
  • Traverso Chambers Private Wealth Management bought 8 United Parcel Service shares in Q4 2023, an estimated $1.21K.
  • United Parcel Service made up 0.12% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #77 holding.
  • Traverso Chambers Private Wealth Management first reported a position in United Parcel Service in Q4 2018 and has held it in 21 quarters since.
  • Traverso Chambers Private Wealth Management's United Parcel Service position peaked at $579K in Q1 2023.
  • 2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.