WE
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Wealth Effects’s United Parcel Service UPS Stock Holding History

Wealth Effects’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
Q1 		– Sell
-1,300
Closed -$204K – 235
2023
Q4 		$204K Sell
1,300
-58
-4% -$8.77K 0.08% 206
2023
Q3 		$212K Buy
1,358
+30
+2% +$5.18K 0.1% 162
2023
Q2 		$238K Buy
1,328
+30
+2% +$5.33K 0.1% 155
2023
Q1 		$252K Hold
1,298
– – 0.13% 152
2022
Q4 		$226K Sell
1,298
-69
-5% -$11.9K 0.13% 158
2022
Q3 		$221K Sell
1,367
-60
-4% -$11.4K 0.14% 152
2022
Q2 		$261K Sell
1,427
-195
-12% -$35.6K 0.16% 138
2022
Q1 		$348K Buy
1,622
+133
+9% +$28.3K 0.16% 128
2021
Q4 		$319K Buy
+1,489
New +$303K 0.13% 140

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Effects's UPS Position: Q1 2024 in Review

Wealth Effects sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,300 shares — an estimated $204K sold.

Wealth Effects first reported a position in UPS in Q4 2021 and held it in 9 quarters. The position peaked at $348K in Q1 2022. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Wealth Effects reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Wealth Effects sold 1,300 United Parcel Service shares in Q1 2024, an estimated $204K.
  • Wealth Effects first reported a position in United Parcel Service in Q4 2021 and held it in 9 quarters.
  • Wealth Effects's United Parcel Service position peaked at $348K in Q1 2022.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Wealth Effects's 13F filing for Q1 2024, filed 22 Apr 2024.