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Aljian Capital Management’s United Parcel Service UPS Stock Holding History

Aljian Capital Management’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
2023
Q3 		– Sell
-3,938
Closed -$706K – 46
2023
Q2 		$706K Sell
3,938
-3,804
-49% -$675K 0.32% 25
2023
Q1 		$1.5M Buy
7,742
+1,018
+15% +$187K 0.76% 21
2022
Q4 		$1.17M Sell
6,724
-74
-1% -$12.8K 0.67% 22
2022
Q3 		$1.1M Buy
6,798
+2,315
+52% +$438K 0.61% 22
2022
Q2 		$811K Buy
4,483
+920
+26% +$168K 0.44% 26
2022
Q1 		$771K Buy
3,563
+1,405
+65% +$299K 0.31% 29
2021
Q4 		$463K Buy
+2,158
New +$439K 0.18% 42
2020
Q2 		– Sell
-7,107
Closed -$664K – 49
2020
Q1 		$664K Buy
7,107
+410
+6% +$42.5K 0.55% 25
2019
Q4 		$784K Sell
6,697
-154
-2% -$18.2K 0.59% 24
2019
Q3 		$821K Sell
6,851
-1,527
-18% -$175K 0.68% 25
2019
Q2 		$865K Sell
8,378
-670
-7% -$69.7K 0.71% 25
2019
Q1 		$1.01M Buy
9,048
+315
+4% +$33.4K 0.86% 26
2018
Q4 		$852K Buy
+8,733
New +$947K 0.85% 24

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aljian Capital Management's UPS Position: Q3 2023 in Review

Aljian Capital Management sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 3,938 shares — an estimated $706K sold.

Aljian Capital Management first reported a position in UPS in Q4 2018 and held it in 13 quarters. The position peaked at $1.5M in Q1 2023. 2,200 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • Aljian Capital Management reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
  • Aljian Capital Management sold 3,938 United Parcel Service shares in Q3 2023, an estimated $706K.
  • Aljian Capital Management first reported a position in United Parcel Service in Q4 2018 and held it in 13 quarters.
  • Aljian Capital Management's United Parcel Service position peaked at $1.5M in Q1 2023.
  • 2,200 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Aljian Capital Management's 13F filing for Q3 2023, filed 26 Oct 2023.