All Terrain Financial Advisors’s United Parcel Service UPS Stock Holding History

All Terrain Financial 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
2023 Q2	–	Sell	-1,100	Closed	-$213K	–	92
2023 Q1	$213K	Buy	+1,100	New	+$202K	0.09%	75
2022 Q3	–	Sell	-1,100	Closed	-$201K	–	86
2022 Q2	$201K	Hold	1,100	–	–	0.09%	76
2022 Q1	$236K	Hold	1,100	–	–	0.1%	78
2021 Q4	$236K	Hold	1,100	–	–	0.1%	73
2021 Q3	$200K	Hold	1,100	–	–	0.09%	79
2021 Q2	$229K	Buy	+1,100	New	+$220K	0.1%	80
2019 Q4	–	Sell	-1,100	Closed	-$132K	–	236
2019 Q3	$132K	Hold	1,100	–	–	0.04%	167
2019 Q2	$114K	Sell	1,100 -24,688	-96%	-$2.57M	0.04%	168
2019 Q1	$2.88M	Sell	25,788 -1,430	-5%	-$152K	1%	23
2018 Q4	$2.65M	Sell	27,218 -872	-3%	-$94.5K	1.06%	24
2018 Q3	$3.28M	Sell	28,090 -120	-0.4%	-$14.1K	1.34%	17
2018 Q2	$3M	Buy	28,210 +194	+0.7%	+$21.8K	1.34%	19
2018 Q1	$2.93M	Buy	28,016 +1,108	+4%	+$128K	1.33%	18
2017 Q4	$3.21M	Buy	+26,908	New	+$3.16M	1.47%	16

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

All Terrain Financial Advisors's UPS Position: Q2 2023 in Review

All Terrain Financial Advisors sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,100 shares — an estimated $213K sold.

All Terrain Financial Advisors first reported a position in UPS in Q4 2017 and held it in 14 quarters. The position peaked at $3.28M in Q3 2018. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

All Terrain Financial Advisors reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
All Terrain Financial Advisors sold 1,100 United Parcel Service shares in Q2 2023, an estimated $213K.
All Terrain Financial Advisors first reported a position in United Parcel Service in Q4 2017 and held it in 14 quarters.
All Terrain Financial Advisors's United Parcel Service position peaked at $3.28M in Q3 2018.
2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on All Terrain Financial Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.