WCF
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West Coast Financial’s United Parcel Service UPS Stock Holding History

West Coast Financial’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
-1,589
Closed -$285K – 150
2023
Q2 		$285K Buy
+1,589
New +$282K 0.04% 128
2022
Q3 		– Sell
-1,721
Closed -$314K – 130
2022
Q2 		$314K Sell
1,721
-167
-9% -$30.5K 0.06% 95
2022
Q1 		$405K Sell
1,888
-124
-6% -$26.3K 0.06% 96
2021
Q4 		$431K Buy
2,012
+118
+6% +$24K 0.06% 97
2021
Q3 		$345K Buy
1,894
+518
+38% +$102K 0.06% 103
2021
Q2 		$286K Hold
1,376
– – 0.05% 114
2021
Q1 		$234K Buy
1,376
+63
+5% +$10.2K 0.04% 113
2020
Q4 		$221K Buy
+1,313
New +$222K 0.04% 106

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

West Coast Financial's UPS Position: Q3 2023 in Review

West Coast Financial sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 1,589 shares — an estimated $285K sold.

West Coast Financial first reported a position in UPS in Q4 2020 and held it in 8 quarters. The position peaked at $431K in Q4 2021. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • West Coast Financial reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
  • West Coast Financial sold 1,589 United Parcel Service shares in Q3 2023, an estimated $285K.
  • West Coast Financial first reported a position in United Parcel Service in Q4 2020 and held it in 8 quarters.
  • West Coast Financial's United Parcel Service position peaked at $431K in Q4 2021.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on West Coast Financial's 13F filing for Q3 2023, filed 3 Nov 2023.