Alera Investment Advisors’s United Parcel Service UPS Stock Holding History

Alera Investment 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 Q2	–	Sell	-2,002	Closed	-$298K	–	294
2024 Q1	$298K	Sell	2,002 -24	-1%	-$3.65K	0.04%	137
2023 Q4	$319K	Sell	2,026 -43	-2%	-$6.5K	0.04%	139
2023 Q3	$323K	Sell	2,069 -197	-9%	-$34K	0.05%	131
2023 Q2	$406K	Buy	2,266 +115	+5%	+$20.4K	0.09%	124
2023 Q1	$417K	Buy	+2,151	New	+$395K	0.1%	124
2022 Q3	–	Sell	-1,274	Closed	-$233K	–	188
2022 Q2	$233K	Buy	1,274 +65	+5%	+$11.9K	0.07%	164
2022 Q1	$260K	Buy	+1,209	New	+$257K	0.06%	157
2019 Q2	–	Sell	-219	Closed	-$24K	–	960
2019 Q1	$24K	Sell	219 -113	-34%	-$12K	0.01%	254
2018 Q4	$32K	Buy	+332	New	+$36K	0.02%	221

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Alera Investment Advisors's UPS Position: Q2 2024 in Review

Alera Investment Advisors sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 2,002 shares — an estimated $298K sold.

Alera Investment Advisors first reported a position in UPS in Q4 2018 and held it in 9 quarters. The position peaked at $417K in Q1 2023. 2,174 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

Alera Investment Advisors reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
Alera Investment Advisors sold 2,002 United Parcel Service shares in Q2 2024, an estimated $298K.
Alera Investment Advisors first reported a position in United Parcel Service in Q4 2018 and held it in 9 quarters.
Alera Investment Advisors's United Parcel Service position peaked at $417K in Q1 2023.
2,174 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Alera Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.