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Wealth Dimensions Group’s United Parcel Service UPS Stock Holding History

Wealth Dimensions Group’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
Q2 		– Sell
-1,133
Closed -$220K – 139
2023
Q1 		$220K Buy
+1,133
New +$208K 0.09% 123

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Dimensions Group's UPS Position: Q2 2023 in Review

Wealth Dimensions Group sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,133 shares — an estimated $220K sold.

Wealth Dimensions Group first reported a position in UPS in Q1 2023 and held it in 1 quarter. The position peaked at $220K in Q1 2023. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • Wealth Dimensions Group reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
  • Wealth Dimensions Group sold 1,133 United Parcel Service shares in Q2 2023, an estimated $220K.
  • Wealth Dimensions Group first reported a position in United Parcel Service in Q1 2023 and held it in 1 quarter.
  • Wealth Dimensions Group's United Parcel Service position peaked at $220K in Q1 2023.
  • 2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Wealth Dimensions Group's 13F filing for Q2 2023, filed 14 Aug 2023.