Wipfli Financial Advisors’s United Parcel Service UPS Stock Holding History

Wipfli Financial 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
2022 Q3	$1.28M	Buy	+7,952	New	+$1.51M	0.09%	92

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wipfli Financial Advisors's UPS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in United Parcel Service (UPS) in Q3 2022: 7,952 shares worth $1.28M. The stake represents 0.09% of the portfolio and ranks #92 among its holdings.

2,124 funds tracked by Wall St. Rank hold UPS as of Q3 2022.

Wipfli Financial Advisors held 7,952 shares of United Parcel Service worth $1.28M as of Q3 2022.
United Parcel Service was a new Wipfli Financial Advisors position in Q3 2022.
United Parcel Service made up 0.09% of Wipfli Financial Advisors's portfolio in Q3 2022, its #92 holding.
2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.