WC Walker & Associates’s United Parcel Service UPS Stock Holding History

WC Walker & Associates’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	$355K	Buy	2,008 +135	+7%	+$23.4K	0.19%	63
2022 Q3	$316K	Buy	1,873 +1	+0.1%	+$189	0.18%	64
2022 Q2	$342K	Hold	1,872	–	–	0.2%	56
2022 Q1	$353K	Buy	1,872 +1	+0.1%	+$212	0.18%	60
2021 Q4	$386K	Hold	1,871	–	–	0.19%	54
2021 Q3	$341K	Hold	1,871	–	–	0.18%	52
2021 Q2	$396K	Buy	1,871 +1	+0.1%	+$200	0.21%	53
2021 Q1	$324K	Hold	1,870	–	–	0.18%	56
2020 Q4	$300K	Buy	+1,870	New	+$316K	0.17%	56

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

WC Walker & Associates's UPS Position: Q4 2022 in Review

WC Walker & Associates increased its United Parcel Service (UPS) stake by 7.2% in Q4 2022, buying an estimated $23.4K and bringing the position to 2,008 shares worth $355K. The position accounts for 0.19% of the portfolio, ranked #63.

WC Walker & Associates first reported a position in UPS in Q4 2020 and has held it in 9 quarters since. The position peaked at $396K in Q2 2021. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

WC Walker & Associates held 2,008 shares of United Parcel Service worth $355K as of Q4 2022.
WC Walker & Associates bought 135 United Parcel Service shares in Q4 2022, an estimated $23.4K.
United Parcel Service made up 0.19% of WC Walker & Associates's portfolio in Q4 2022, its #63 holding.
WC Walker & Associates first reported a position in United Parcel Service in Q4 2020 and has held it in 9 quarters since.
WC Walker & Associates's United Parcel Service position peaked at $396K in Q2 2021.
2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.