Acorn Financial Advisory Services’s United Parcel Service UPS Stock Holding History

Acorn Financial Advisory Services’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	-1,288	Closed	-$201K	–	255
2023 Q3	$201K	Sell	1,288 -20	-2%	-$3.45K	0.04%	236
2023 Q2	$234K	Buy	1,308 +155	+13%	+$27.5K	0.04%	222
2023 Q1	$224K	Sell	1,153 -225	-16%	-$41.3K	0.04%	209
2022 Q4	$240K	Hold	1,378	–	–	0.05%	194
2022 Q3	$222K	Sell	1,378 -13	-0.9%	-$2.46K	0.05%	193
2022 Q2	$254K	Sell	1,391 -37	-3%	-$6.75K	0.06%	182
2022 Q1	$306K	Buy	1,428 +51	+4%	+$10.8K	0.06%	181
2021 Q4	$295K	Buy	1,377 +109	+9%	+$22.2K	0.06%	184
2021 Q3	$231K	Buy	1,268 +11	+0.9%	+$2.17K	0.07%	200
2021 Q2	$261K	Hold	1,257	–	–	0.08%	207
2021 Q1	$214K	Sell	1,257 -8	-0.6%	-$1.29K	0.08%	195
2020 Q4	$213K	Buy	1,265 +10	+0.8%	+$1.69K	0.08%	212
2020 Q3	$209K	Buy	+1,255	New	+$183K	0.11%	193

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

Acorn Financial Advisory Services's UPS Position: Q4 2023 in Review

Acorn Financial Advisory Services sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 1,288 shares — an estimated $201K sold.

Acorn Financial Advisory Services first reported a position in UPS in Q3 2020 and held it in 13 quarters. The position peaked at $306K in Q1 2022. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

Acorn Financial Advisory Services reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
Acorn Financial Advisory Services sold 1,288 United Parcel Service shares in Q4 2023, an estimated $201K.
Acorn Financial Advisory Services first reported a position in United Parcel Service in Q3 2020 and held it in 13 quarters.
Acorn Financial Advisory Services's United Parcel Service position peaked at $306K in Q1 2022.
2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2023, filed 17 Jan 2024.