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Vigilare Wealth Management’s United Parcel Service UPS Stock Holding History

Vigilare 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
2024
Q1 		– Sell
-1,285
Closed -$202K – 113
2023
Q4 		$202K Hold
1,285
– – 0.1% 96
2023
Q3 		$200K Sell
1,285
-389
-23% -$67.1K 0.13% 82
2023
Q2 		$300K Sell
1,674
-63
-4% -$11.2K 0.17% 73
2023
Q1 		$337K Buy
1,737
+2
+0.1% +$367 0.19% 72
2022
Q4 		$302K Sell
1,735
-81
-4% -$14K 0.18% 74
2022
Q3 		$293K Buy
1,816
+110
+6% +$20.8K 0.38% 68
2022
Q2 		$311K Buy
1,706
+2
+0.1% +$365 0.34% 72
2022
Q1 		$365K Buy
1,704
+2
+0.1% +$425 0.3% 84
2021
Q4 		$365K Sell
1,702
-224
-12% -$45.6K 0.22% 117
2021
Q3 		$351K Buy
1,926
+751
+64% +$148K 0.22% 132
2021
Q2 		$244K Hold
1,175
– – 0.15% 174
2021
Q1 		$200K Sell
1,175
-55
-4% -$8.9K 0.14% 186
2020
Q4 		$207K Buy
1,230
+20
+2% +$3.38K 0.2% 134
2020
Q3 		$202K Buy
+1,210
New +$176K 0.21% 121

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vigilare Wealth Management's UPS Position: Q1 2024 in Review

Vigilare Wealth Management sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,285 shares — an estimated $202K sold.

Vigilare Wealth Management first reported a position in UPS in Q3 2020 and held it in 14 quarters. The position peaked at $365K in Q1 2022. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Vigilare Wealth Management reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Vigilare Wealth Management sold 1,285 United Parcel Service shares in Q1 2024, an estimated $202K.
  • Vigilare Wealth Management first reported a position in United Parcel Service in Q3 2020 and held it in 14 quarters.
  • Vigilare Wealth Management's United Parcel Service position peaked at $365K in Q1 2022.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Vigilare Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.