Wealth Advisors’s United Parcel Service UPS Stock Holding History

Wealth Advisors’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	$274K	Hold	1,760	–	–	0.12%	53
2023 Q2	$328K	Sell	1,760 -21	-1%	-$3.73K	0.14%	47
2023 Q1	$343K	Hold	1,781	–	–	0.16%	44
2022 Q4	$310K	Buy	+1,781	New	+$308K	0.16%	46
2022 Q2	–	Sell	-1,080	Closed	-$232K	–	68
2022 Q1	$232K	Sell	1,080 -20	-2%	-$4.25K	0.08%	65
2021 Q4	$236K	Buy	+1,100	New	+$224K	0.08%	61
2021 Q3	–	Sell	-1,100	Closed	-$211K	–	104
2021 Q2	$211K	Buy	+1,100	New	+$220K	0.08%	72

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealth Advisors's UPS Position: Q3 2023 in Review

Wealth Advisors held its United Parcel Service (UPS) position steady in Q3 2023 at 1,760 shares worth $274K. The position accounts for 0.12% of the portfolio, ranked #53.

Wealth Advisors first reported a position in UPS in Q2 2021 and has held it in 7 quarters since. The position peaked at $343K in Q1 2023. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

Wealth Advisors held 1,760 shares of United Parcel Service worth $274K as of Q3 2023.
Wealth Advisors left its United Parcel Service share count unchanged in Q3 2023.
United Parcel Service made up 0.12% of Wealth Advisors's portfolio in Q3 2023, its #53 holding.
Wealth Advisors first reported a position in United Parcel Service in Q2 2021 and has held it in 7 quarters since.
Wealth Advisors's United Parcel Service position peaked at $343K in Q1 2023.
2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.