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West Michigan Advisors’s United Parcel Service UPS Stock Holding History

West Michigan 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
2023
Q4 		– Sell
-2,363
Closed -$368K – 166
2023
Q3 		$368K Sell
2,363
-1,282
-35% -$221K 0.2% 95
2023
Q2 		$653K Sell
3,645
-145
-4% -$25.7K 0.26% 87
2023
Q1 		$735K Buy
3,790
+2,407
+174% +$442K 0.42% 54
2022
Q4 		$240K Sell
1,383
-274
-17% -$47.4K 0.18% 94
2022
Q3 		$268K Sell
1,657
-19
-1% -$3.6K 0.23% 82
2022
Q2 		$306K Buy
1,676
+212
+14% +$38.7K 0.26% 81
2022
Q1 		$314K Buy
1,464
+506
+53% +$108K 0.21% 85
2021
Q4 		$205K Buy
+958
New +$195K 0.15% 119

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

West Michigan Advisors's UPS Position: Q4 2023 in Review

West Michigan Advisors sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 2,363 shares — an estimated $368K sold.

West Michigan Advisors first reported a position in UPS in Q4 2021 and held it in 8 quarters. The position peaked at $735K in Q1 2023. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • West Michigan Advisors reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • West Michigan Advisors sold 2,363 United Parcel Service shares in Q4 2023, an estimated $368K.
  • West Michigan Advisors first reported a position in United Parcel Service in Q4 2021 and held it in 8 quarters.
  • West Michigan Advisors's United Parcel Service position peaked at $735K in Q1 2023.
  • 2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on West Michigan Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.