Wealth Management Solutions’s United Parcel Service UPS Stock Holding History

Wealth Management Solutions’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	$280K	Sell	1,798 -21	-1%	-$3.63K	0.19%	66
2023 Q2	$326K	Sell	1,819 -99	-5%	-$17.6K	0.21%	59
2023 Q1	$372K	Buy	1,918 +10	+0.5%	+$1.83K	0.21%	55
2022 Q4	$332K	Sell	1,908 -610	-24%	-$106K	0.17%	68
2022 Q3	$407K	Sell	2,518 -153	-6%	-$29K	0.24%	43
2022 Q2	$488K	Sell	2,671 -725	-21%	-$132K	0.27%	41
2022 Q1	$728K	Sell	3,396 -388	-10%	-$82.4K	0.38%	42
2021 Q4	$811K	Buy	+3,784	New	+$770K	0.42%	42

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 Management Solutions's UPS Position: Q3 2023 in Review

Wealth Management Solutions reduced its United Parcel Service (UPS) stake by 1.2% in Q3 2023, selling an estimated $3.63K and leaving 1,798 shares worth $280K. The position accounts for 0.19% of the portfolio, ranked #66.

Wealth Management Solutions first reported a position in UPS in Q4 2021 and has held it in 8 quarters since. The position peaked at $811K in Q4 2021. 2,200 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

Wealth Management Solutions held 1,798 shares of United Parcel Service worth $280K as of Q3 2023.
Wealth Management Solutions sold 21 United Parcel Service shares in Q3 2023, an estimated $3.63K.
United Parcel Service made up 0.19% of Wealth Management Solutions's portfolio in Q3 2023, its #66 holding.
Wealth Management Solutions first reported a position in United Parcel Service in Q4 2021 and has held it in 8 quarters since.
Wealth Management Solutions's United Parcel Service position peaked at $811K in Q4 2021.
2,200 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.