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YorkBridge Wealth Partners’s United Parcel Service UPS Stock Holding History

YorkBridge Wealth Partners’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 		$1.42M Buy
8,166
+81
+1% +$14K 0.36% 70
2022
Q3 		$1.31M Buy
8,085
+147
+2% +$27.8K 0.34% 68
2022
Q2 		$1.45M Buy
7,938
+648
+9% +$118K 0.38% 62
2022
Q1 		$1.56M Sell
7,290
-76
-1% -$16.1K 0.34% 63
2021
Q4 		$1.58M Sell
7,366
-364
-5% -$74K 0.35% 66
2021
Q3 		$1.41M Buy
7,730
+691
+10% +$136K 0.35% 65
2021
Q2 		$1.46M Buy
7,039
+25
+0.4% +$5K 0.38% 64
2021
Q1 		$1.19M Buy
7,014
+1,069
+18% +$173K 0.35% 67
2020
Q4 		$1M Buy
5,945
+110
+2% +$18.6K 0.34% 65
2020
Q3 		$972K Sell
5,835
-498
-8% -$72.5K 0.41% 63
2020
Q2 		$704K Sell
6,333
-449
-7% -$44.8K 0.32% 73
2020
Q1 		$634K Sell
6,782
-245
-3% -$25.4K 0.39% 72
2019
Q4 		$823K Sell
7,027
-837
-11% -$99.1K 0.38% 73
2019
Q3 		$942K Buy
7,864
+17
+0.2% +$1.94K 0.47% 61
2019
Q2 		$810K Buy
7,847
+328
+4% +$34.1K 0.36% 69
2019
Q1 		$840K Buy
7,519
+184
+3% +$19.5K 0.39% 65
2018
Q4 		$715K Sell
7,335
-136
-2% -$14.7K 0.38% 67
2018
Q3 		$878K Sell
7,471
-144
-2% -$16.9K 0.4% 67
2018
Q2 		$809K Buy
7,615
+346
+5% +$38.9K 0.35% 73
2018
Q1 		$778K Buy
7,269
+395
+6% +$45.7K 0.36% 74
2017
Q4 		$779K Buy
6,874
+425
+7% +$49.9K 0.38% 72
2017
Q3 		$774K Sell
6,449
-291
-4% -$33.1K 0.4% 63
2017
Q2 		$745K Buy
6,740
+334
+5% +$35.7K 0.4% 69
2017
Q1 		$685K Buy
6,406
+594
+10% +$64.9K 0.36% 74
2016
Q4 		$676K Buy
+5,812
New +$655K 0.4% 69

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

YorkBridge Wealth Partners's UPS Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its United Parcel Service (UPS) stake by 1% in Q4 2022, buying an estimated $14K and bringing the position to 8,166 shares worth $1.42M. The position accounts for 0.36% of the portfolio, ranked #70.

YorkBridge Wealth Partners first reported a position in UPS in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.58M in Q4 2021. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

  • YorkBridge Wealth Partners held 8,166 shares of United Parcel Service worth $1.42M as of Q4 2022.
  • YorkBridge Wealth Partners bought 81 United Parcel Service shares in Q4 2022, an estimated $14K.
  • United Parcel Service made up 0.36% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #70 holding.
  • YorkBridge Wealth Partners first reported a position in United Parcel Service in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's United Parcel Service position peaked at $1.58M in Q4 2021.
  • 2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.