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

V 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 		$280K Sell
1,795
-5,586
-76% -$964K 0.22% 86
2023
Q2 		$1.32M Buy
7,381
+99
+1% +$17.6K 0.22% 96
2023
Q1 		$1.41M Sell
7,282
-98
-1% -$18K 0.26% 83
2022
Q4 		$1.28M Buy
7,380
+1,409
+24% +$244K 0.27% 85
2022
Q3 		$964K Sell
5,971
-2,083
-26% -$394K 0.19% 116
2022
Q2 		$1.47M Sell
8,054
-182
-2% -$33.2K 0.28% 86
2022
Q1 		$1.77M Buy
8,236
+343
+4% +$72.9K 0.28% 80
2021
Q4 		$1.69M Sell
7,893
-250
-3% -$50.8K 0.25% 87
2021
Q3 		$1.48M Buy
8,143
+73
+0.9% +$14.4K 0.23% 102
2021
Q2 		$1.68M Buy
8,070
+73
+0.9% +$14.6K 0.27% 90
2021
Q1 		$1.36M Buy
7,997
+591
+8% +$95.6K 0.25% 102
2020
Q4 		$1.25M Buy
7,406
+4,204
+131% +$710K 0.26% 104
2020
Q3 		$534K Sell
3,202
-5,382
-63% -$784K 0.37% 74
2020
Q2 		$954K Buy
8,584
+480
+6% +$47.9K 0.25% 100
2020
Q1 		$757K Buy
8,104
+3,675
+83% +$381K 0.24% 113
2019
Q4 		$531K Hold
4,429
– – 0.19% 128
2019
Q3 		$531K Buy
4,429
+120
+3% +$13.7K 0.19% 128
2019
Q2 		$448K Buy
4,309
+613
+17% +$63.8K 0.17% 146
2019
Q1 		$416K Buy
3,696
+584
+19% +$61.9K 0.17% 139
2018
Q4 		$306K Sell
3,112
-106
-3% -$11.5K 0.16% 152
2018
Q3 		$378K Buy
3,218
+261
+9% +$30.7K 0.17% 147
2018
Q2 		$323K Buy
2,957
+130
+5% +$14.6K 0.18% 138
2018
Q1 		$292K Buy
2,827
+203
+8% +$23.5K 0.16% 149
2017
Q4 		$346K Buy
+2,624
New +$308K 0.17% 135
2017
Q3 		– Sell
-923
Closed -$102K – 680
2017
Q2 		$102K Buy
+923
New +$98.7K 0.05% 238

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

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

V Wealth Advisors reduced its United Parcel Service (UPS) stake by 76% in Q3 2023, selling an estimated $964K and leaving 1,795 shares worth $280K. The position accounts for 0.22% of the portfolio, ranked #86.

V Wealth Advisors first reported a position in UPS in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.77M in Q1 2022. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • V Wealth Advisors held 1,795 shares of United Parcel Service worth $280K as of Q3 2023.
  • V Wealth Advisors sold 5,586 United Parcel Service shares in Q3 2023, an estimated $964K.
  • United Parcel Service made up 0.22% of V Wealth Advisors's portfolio in Q3 2023, its #86 holding.
  • V Wealth Advisors first reported a position in United Parcel Service in Q2 2017 and has held it in 25 quarters since.
  • V Wealth Advisors's United Parcel Service position peaked at $1.77M in Q1 2022.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.