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WealthSource Partners’s United Parcel Service UPS Stock Holding History

WealthSource Partners’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
Q4 		– Sell
-1,471
Closed -$229K – 519
2023
Q3 		$229K Sell
1,471
-3
-0.2% -$518 0.02% 453
2023
Q2 		$264K Buy
1,474
+35
+2% +$6.21K 0.02% 434
2023
Q1 		$279K Buy
1,439
+1
+0.1% +$183 0.02% 418
2022
Q4 		$250K Sell
1,438
-553
-28% -$95.7K 0.02% 429
2022
Q3 		$322K Buy
1,991
+109
+6% +$20.6K 0.02% 380
2022
Q2 		$343K Sell
1,882
-1,440
-43% -$263K 0.03% 369
2022
Q1 		$713K Sell
3,322
-560
-14% -$119K 0.05% 277
2021
Q4 		$832K Buy
3,882
+122
+3% +$24.8K 0.07% 215
2021
Q3 		$685K Buy
3,760
+210
+6% +$41.5K 0.06% 236
2021
Q2 		$738K Buy
3,550
+1,392
+65% +$279K 0.07% 212
2021
Q1 		$367K Buy
2,158
+619
+40% +$100K 0.04% 305
2020
Q4 		$259K Buy
1,539
+41
+3% +$6.92K 0.03% 317
2020
Q3 		$250K Buy
+1,498
New +$218K 0.03% 296
2020
Q2 		– Sell
-2,410
Closed -$225K – 389
2020
Q1 		$225K Sell
2,410
-1,106
-31% -$115K 0.04% 283
2019
Q4 		$412K Sell
3,516
-2,018
-36% -$239K 0.05% 261
2019
Q3 		$663K Buy
5,534
+1,082
+24% +$124K 0.1% 193
2019
Q2 		$460K Buy
+4,452
New +$463K 0.07% 255

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

WealthSource Partners's UPS Position: Q4 2023 in Review

WealthSource Partners sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 1,471 shares — an estimated $229K sold.

WealthSource Partners first reported a position in UPS in Q2 2019 and held it in 17 quarters. The position peaked at $832K in Q4 2021. 2,260 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • WealthSource Partners reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • WealthSource Partners sold 1,471 United Parcel Service shares in Q4 2023, an estimated $229K.
  • WealthSource Partners first reported a position in United Parcel Service in Q2 2019 and held it in 17 quarters.
  • WealthSource Partners's United Parcel Service position peaked at $832K in Q4 2021.
  • 2,260 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.