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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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. 2,264 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.
  • 2,264 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.