Western Pacific Wealth Management’s United Parcel Service UPS Stock Holding History

Western Pacific Wealth Management’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	-22	Closed	-$3.43K	–	281
2023 Q3	$3.43K	Hold	22	–	–	﹤0.01%	235
2023 Q2	$3.94K	Hold	22	–	–	﹤0.01%	239
2023 Q1	$4.27K	Hold	22	–	–	﹤0.01%	237
2022 Q4	$3.82K	Buy	+22	New	+$3.81K	﹤0.01%	237

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Western Pacific Wealth Management's UPS Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 22 shares — an estimated $3.43K sold.

Western Pacific Wealth Management first reported a position in UPS in Q4 2022 and held it in 4 quarters. The position peaked at $4.27K in Q1 2023. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

Western Pacific Wealth Management reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
Western Pacific Wealth Management sold 22 United Parcel Service shares in Q4 2023, an estimated $3.43K.
Western Pacific Wealth Management first reported a position in United Parcel Service in Q4 2022 and held it in 4 quarters.
Western Pacific Wealth Management's United Parcel Service position peaked at $4.27K in Q1 2023.
2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.