AJOVista’s United Parcel Service UPS Stock Holding History

AJOVista’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	-990	Closed	-$156K	–	403
2023 Q4	$156K	Buy	+990	New	+$150K	0.2%	113

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AJOVista's UPS Position: Q1 2024 in Review

AJOVista sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 990 shares — an estimated $156K sold.

AJOVista first reported a position in UPS in Q4 2023 and held it in 1 quarter. The position peaked at $156K in Q4 2023. 2,213 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

AJOVista reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
AJOVista sold 990 United Parcel Service shares in Q1 2024, an estimated $156K.
AJOVista first reported a position in United Parcel Service in Q4 2023 and held it in 1 quarter.
AJOVista's United Parcel Service position peaked at $156K in Q4 2023.
2,213 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.