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WealthPlan Investment Management’s United Parcel Service UPS Stock Holding History

WealthPlan Investment 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
Q3 		– Sell
-180
Closed -$32.3K – 348
2023
Q2 		$32.3K Sell
180
-380
-68% -$67.5K 0.01% 222
2023
Q1 		$109K Sell
560
-1,375
-71% -$252K 0.02% 192
2022
Q4 		$363K Sell
1,935
-3
-0.2% -$519 0.03% 289
2022
Q3 		$338K Buy
+1,938
New +$367K 0.02% 288
2022
Q1 		$290K Buy
+1,616
New +$343K 0.02% 321

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WealthPlan Investment Management's UPS Position: Q3 2023 in Review

WealthPlan Investment Management sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 180 shares — an estimated $32.3K sold.

WealthPlan Investment Management first reported a position in UPS in Q1 2022 and held it in 5 quarters. The position peaked at $363K in Q4 2022. 2,200 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • WealthPlan Investment Management reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 180 United Parcel Service shares in Q3 2023, an estimated $32.3K.
  • WealthPlan Investment Management first reported a position in United Parcel Service in Q1 2022 and held it in 5 quarters.
  • WealthPlan Investment Management's United Parcel Service position peaked at $363K in Q4 2022.
  • 2,200 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.