Aire Advisors’s United Parcel Service UPS Stock Holding History

Aire 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
2024 Q1	–	Sell	-1,416	Closed	-$224K	–	160
2023 Q4	$224K	Buy	1,416 +2	+0.1%	+$302	0.06%	131
2023 Q3	$221K	Sell	1,414 -142	-9%	-$24.5K	0.06%	121
2023 Q2	$279K	Buy	1,556 +10	+0.6%	+$1.78K	0.07%	113
2023 Q1	$300K	Sell	1,546 -50	-3%	-$9.17K	0.08%	107
2022 Q4	$277K	Sell	1,596 -98	-6%	-$17K	0.08%	107
2022 Q3	$274K	Sell	1,694 -442	-21%	-$83.7K	0.09%	111
2022 Q2	$392K	Sell	2,136 -41	-2%	-$7.48K	0.14%	88
2022 Q1	$467K	Buy	2,177 +147	+7%	+$31.2K	0.17%	79
2021 Q4	$437K	Buy	+2,030	New	+$413K	0.19%	66

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

Bank of America

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

Fidelity Investments

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return