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Windsor Wealth Management’s United Parcel Service UPS Stock Holding History

Windsor 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
2022
Q2 		– Sell
-2,639
Closed -$504K – 230
2022
Q1 		$504K Buy
2,639
+12
+0.5% +$2.55K 0.09% 147
2021
Q4 		$571K Buy
2,627
+695
+36% +$141K 0.1% 145
2021
Q3 		$351K Sell
1,932
-217
-10% -$42.8K 0.07% 171
2021
Q2 		$447K Buy
2,149
+3
+0.1% +$600 0.1% 154
2021
Q1 		$365K Buy
2,146
+5
+0.2% +$809 0.09% 165
2020
Q4 		$360K Sell
2,141
-58
-3% -$9.79K 0.09% 154
2020
Q3 		$369K Sell
2,199
-1,090
-33% -$159K 0.11% 147
2020
Q2 		$366K Sell
3,289
-311
-9% -$31K 0.12% 142
2020
Q1 		$336K Sell
3,600
-467
-11% -$48.4K 0.14% 138
2019
Q4 		$476K Buy
4,067
+255
+7% +$30.2K 0.18% 118
2019
Q3 		$439K Sell
3,812
-422
-10% -$48.3K 0.19% 118
2019
Q2 		$436K Buy
4,234
+844
+25% +$87.8K 0.19% 121
2019
Q1 		$379K Buy
3,390
+51
+2% +$5.41K 0.21% 111
2018
Q4 		$326K Sell
3,339
-130
-4% -$14.1K 0.22% 103
2018
Q3 		$405K Hold
3,469
– – 0.26% 94
2018
Q2 		$369K Buy
3,469
+190
+6% +$21.3K 0.29% 92
2018
Q1 		$343K Buy
3,279
+450
+16% +$52K 0.29% 94
2017
Q4 		$337K Buy
+2,829
New +$332K 0.29% 91

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Windsor Wealth Management's UPS Position: Q2 2022 in Review

Windsor Wealth Management sold out of United Parcel Service (UPS) in Q2 2022, closing a stake of 2,639 shares — an estimated $504K sold.

Windsor Wealth Management first reported a position in UPS in Q4 2017 and held it in 18 quarters. The position peaked at $571K in Q4 2021. 2,145 funds tracked by Wall St. Rank hold UPS as of Q2 2022.

  • Windsor Wealth Management reported no remaining United Parcel Service position as of Q2 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 2,639 United Parcel Service shares in Q2 2022, an estimated $504K.
  • Windsor Wealth Management first reported a position in United Parcel Service in Q4 2017 and held it in 18 quarters.
  • Windsor Wealth Management's United Parcel Service position peaked at $571K in Q4 2021.
  • 2,145 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.