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WD Rutherford’s United Parcel Service UPS Stock Holding History

WD Rutherford’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 		– Sell
-1,685
Closed -$302K – 85
2023
Q2 		$302K Hold
1,685
– – 0.19% 68
2023
Q1 		$327K Hold
1,685
– – 0.23% 64
2022
Q4 		$293K Sell
1,685
-5
-0.3% -$866 0.23% 61
2022
Q3 		$273K Hold
1,690
– – 0.22% 67
2022
Q2 		$308K Buy
1,690
+310
+22% +$56.5K 0.24% 61
2022
Q1 		$296K Buy
1,380
+75
+6% +$15.9K 0.17% 65
2021
Q4 		$280K Hold
1,305
– – 0.14% 71
2021
Q3 		$238K Hold
1,305
– – 0.13% 74
2021
Q2 		$271K Buy
1,305
+115
+10% +$23K 0.15% 69
2021
Q1 		$202K Hold
1,190
– – 0.13% 76
2020
Q4 		$200K Buy
+1,190
New +$201K 0.13% 69

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

WD Rutherford's UPS Position: Q3 2023 in Review

WD Rutherford sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 1,685 shares — an estimated $302K sold.

WD Rutherford first reported a position in UPS in Q4 2020 and held it in 11 quarters. The position peaked at $327K in Q1 2023. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • WD Rutherford reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
  • WD Rutherford sold 1,685 United Parcel Service shares in Q3 2023, an estimated $302K.
  • WD Rutherford first reported a position in United Parcel Service in Q4 2020 and held it in 11 quarters.
  • WD Rutherford's United Parcel Service position peaked at $327K in Q1 2023.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on WD Rutherford's 13F filing for Q3 2023, filed 24 Oct 2023.