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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
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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aire Advisors's UPS Position: Q1 2024 in Review

Aire Advisors sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,416 shares — an estimated $224K sold.

Aire Advisors first reported a position in UPS in Q4 2021 and held it in 9 quarters. The position peaked at $467K in Q1 2022. 2,217 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Aire Advisors reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Aire Advisors sold 1,416 United Parcel Service shares in Q1 2024, an estimated $224K.
  • Aire Advisors first reported a position in United Parcel Service in Q4 2021 and held it in 9 quarters.
  • Aire Advisors's United Parcel Service position peaked at $467K in Q1 2022.
  • 2,217 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Aire Advisors's 13F filing for Q1 2024, filed 13 May 2024.