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Advanced Research Investment Solutions’s United Parcel Service UPS Stock Holding History

Advanced Research Investment Solutions’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 		– Sell
-12
Closed -$2K – 144
2022
Q3 		$2K Hold
12
– – ﹤0.01% 154
2022
Q2 		$2K Hold
12
– – ﹤0.01% 125
2022
Q1 		$3K Hold
12
– – ﹤0.01% 180
2021
Q4 		$2K Hold
12
– – ﹤0.01% 184
2021
Q3 		$2.19K Hold
12
– – ﹤0.01% 132
2021
Q2 		$2K Hold
12
– – ﹤0.01% 74
2021
Q1 		$2K Hold
12
– – ﹤0.01% 68
2020
Q4 		$2K Buy
+12
New +$2.02K ﹤0.01% 62

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

Advanced Research Investment Solutions's UPS Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of United Parcel Service (UPS) in Q4 2022, closing a stake of 12 shares — an estimated $2K sold.

Advanced Research Investment Solutions first reported a position in UPS in Q4 2020 and held it in 8 quarters. The position peaked at $3K in Q1 2022. 2,228 funds tracked by Wall St. Rank hold UPS as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining United Parcel Service position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 12 United Parcel Service shares in Q4 2022, an estimated $2K.
  • Advanced Research Investment Solutions first reported a position in United Parcel Service in Q4 2020 and held it in 8 quarters.
  • Advanced Research Investment Solutions's United Parcel Service position peaked at $3K in Q1 2022.
  • 2,228 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.