Wagner Wealth Management (South Carolina)’s United Parcel Service UPS Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-196	Closed	-$32K	–	670
2022 Q3	$32K	Sell	196 -338	-63%	-$64K	0.02%	251
2022 Q2	$98K	Buy	+534	New	+$97.4K	0.08%	150
2022 Q1	–	Sell	-531	Closed	-$114K	–	631
2021 Q4	$114K	Buy	531 +63	+13%	+$12.8K	0.09%	172
2021 Q3	$100K	Sell	468 -63	-12%	-$12.4K	0.08%	169
2021 Q2	$110K	Buy	531 +67	+14%	+$13.4K	0.08%	175
2021 Q1	$79K	Buy	+464	New	+$75.1K	0.06%	192
2018 Q3	$17K	Buy	+148	New	+$17.4K	0.01%	362
2018 Q2	–	Sell	-750	Closed	-$78K	–	712
2018 Q1	$78K	Sell	750 -109	-13%	-$12.6K	0.06%	187
2017 Q4	$115K	Buy	+859	New	+$101K	0.09%	161

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Wagner Wealth Management (South Carolina)'s UPS Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of United Parcel Service (UPS) in Q4 2022, closing a stake of 196 shares — an estimated $32K sold.

Wagner Wealth Management (South Carolina) first reported a position in UPS in Q4 2017 and held it in 9 quarters. The position peaked at $115K in Q4 2017. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining United Parcel Service position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 196 United Parcel Service shares in Q4 2022, an estimated $32K.
Wagner Wealth Management (South Carolina) first reported a position in United Parcel Service in Q4 2017 and held it in 9 quarters.
Wagner Wealth Management (South Carolina)'s United Parcel Service position peaked at $115K in Q4 2017.
2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.