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WBH Advisory’s United Parcel Service UPS Stock Holding History

WBH Advisory’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
Q2 		– Sell
-1,465
Closed -$218K – 318
2024
Q1 		$218K Buy
+1,465
New +$223K 0.02% 294
2023
Q3 		– Sell
-1,314
Closed -$236K – 304
2023
Q2 		$236K Hold
1,314
– – 0.03% 277
2023
Q1 		$255K Buy
+1,314
New +$241K 0.03% 270
2022
Q3 		$274K Buy
1,697
+89
+6% +$16.9K 0.04% 245
2022
Q2 		$297K Buy
1,608
+1
+0.1% +$182 0.04% 248
2022
Q1 		$306K Buy
1,607
+200
+14% +$42.5K 0.04% 258
2021
Q4 		$302K Buy
1,407
+301
+27% +$61.2K 0.03% 265
2021
Q3 		$201K Sell
1,106
-49
-4% -$9.67K 0.03% 287
2021
Q2 		$242K Buy
+1,155
New +$231K 0.04% 246

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WBH Advisory's UPS Position: Q2 2024 in Review

WBH Advisory sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 1,465 shares — an estimated $218K sold.

WBH Advisory first reported a position in UPS in Q2 2021 and held it in 9 quarters. The position peaked at $306K in Q1 2022. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • WBH Advisory reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • WBH Advisory sold 1,465 United Parcel Service shares in Q2 2024, an estimated $218K.
  • WBH Advisory first reported a position in United Parcel Service in Q2 2021 and held it in 9 quarters.
  • WBH Advisory's United Parcel Service position peaked at $306K in Q1 2022.
  • 2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on WBH Advisory's 13F filing for Q2 2024, filed 11 Jul 2024.