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WealthBridge Capital Management’s United Parcel Service UPS Stock Holding History

WealthBridge Capital Management’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
Q1 		– Sell
-2,353
Closed -$409K – 204
2022
Q4 		$409K Buy
2,353
+158
+7% +$27.4K 0.17% 115
2022
Q3 		$401K Hold
2,195
– – 0.17% 112
2022
Q2 		$401K Buy
+2,195
New +$400K 0.17% 112
2019
Q2 		– Sell
-129
Closed -$13K – 829
2019
Q1 		$13K Sell
129
-346
-73% -$36.7K 0.01% 520
2018
Q4 		$46K Buy
+475
New +$51.5K 0.04% 261

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthBridge Capital Management's UPS Position: Q1 2023 in Review

WealthBridge Capital Management sold out of United Parcel Service (UPS) in Q1 2023, closing a stake of 2,353 shares — an estimated $409K sold.

WealthBridge Capital Management first reported a position in UPS in Q4 2018 and held it in 5 quarters. The position peaked at $409K in Q4 2022. 2,258 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

  • WealthBridge Capital Management reported no remaining United Parcel Service position as of Q1 2023 after selling out during the quarter.
  • WealthBridge Capital Management sold 2,353 United Parcel Service shares in Q1 2023, an estimated $409K.
  • WealthBridge Capital Management first reported a position in United Parcel Service in Q4 2018 and held it in 5 quarters.
  • WealthBridge Capital Management's United Parcel Service position peaked at $409K in Q4 2022.
  • 2,258 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on WealthBridge Capital Management's 13F filing for Q1 2023, filed 11 May 2023.