WA
UPS icon

WESPAC Advisors’s United Parcel Service UPS Stock Holding History

WESPAC Advisors’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
2022
Q3 		– Sell
-2,594
Closed -$473K – 105
2022
Q2 		$473K Buy
2,594
+927
+56% +$169K 0.36% 58
2022
Q1 		$358K Sell
1,667
-347
-17% -$73.7K 0.39% 82
2021
Q4 		$432K Buy
2,014
+456
+29% +$92.7K 0.29% 111
2021
Q3 		$284K Buy
+1,558
New +$308K 0.18% 139
2021
Q2 		– Sell
-2,335
Closed -$397K – 165
2021
Q1 		$397K Sell
2,335
-3,938
-63% -$637K 0.3% 97
2020
Q4 		$1.06M Buy
6,273
+4,495
+253% +$759K 0.82% 53
2020
Q3 		$296K Buy
+1,778
New +$259K 0.37% 76

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WESPAC Advisors's UPS Position: Q3 2022 in Review

WESPAC Advisors sold out of United Parcel Service (UPS) in Q3 2022, closing a stake of 2,594 shares — an estimated $473K sold.

WESPAC Advisors first reported a position in UPS in Q3 2020 and held it in 7 quarters. The position peaked at $1.06M in Q4 2020. 2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

  • WESPAC Advisors reported no remaining United Parcel Service position as of Q3 2022 after selling out during the quarter.
  • WESPAC Advisors sold 2,594 United Parcel Service shares in Q3 2022, an estimated $473K.
  • WESPAC Advisors first reported a position in United Parcel Service in Q3 2020 and held it in 7 quarters.
  • WESPAC Advisors's United Parcel Service position peaked at $1.06M in Q4 2020.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on WESPAC Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.