WFC
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Western Financial Corp’s United Parcel Service UPS Stock Holding History

Western Financial Corp’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
Q4 		– Sell
-4,132
Closed -$668K – 107
2022
Q3 		$668K Sell
4,132
-524
-11% -$99.2K 0.47% 47
2022
Q2 		$850K Sell
4,656
-381
-8% -$69.5K 0.6% 32
2022
Q1 		$1.08M Buy
5,037
+567
+13% +$120K 0.63% 34
2021
Q4 		$958K Buy
4,470
+581
+15% +$118K 0.5% 38
2021
Q3 		$708K Buy
3,889
+8
+0.2% +$1.58K 0.42% 49
2021
Q2 		$807K Sell
3,881
-8
-0.2% -$1.6K 0.44% 38
2021
Q1 		$661K Buy
3,889
+1,034
+36% +$167K 0.4% 44
2020
Q4 		$480K Buy
+2,855
New +$482K 0.32% 48

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Western Financial Corp's UPS Position: Q4 2022 in Review

Western Financial Corp sold out of United Parcel Service (UPS) in Q4 2022, closing a stake of 4,132 shares — an estimated $668K sold.

Western Financial Corp first reported a position in UPS in Q4 2020 and held it in 8 quarters. The position peaked at $1.08M in Q1 2022. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

  • Western Financial Corp reported no remaining United Parcel Service position as of Q4 2022 after selling out during the quarter.
  • Western Financial Corp sold 4,132 United Parcel Service shares in Q4 2022, an estimated $668K.
  • Western Financial Corp first reported a position in United Parcel Service in Q4 2020 and held it in 8 quarters.
  • Western Financial Corp's United Parcel Service position peaked at $1.08M in Q1 2022.
  • 2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Western Financial Corp's 13F filing for Q4 2022, filed 20 Jan 2023.