AIA
UPS icon

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

Angeles 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
-1,628
Closed -$242K – 241
2024
Q1 		$242K Buy
+1,628
New +$247K 0.01% 191
2023
Q3 		– Sell
-1,268
Closed -$227K – 216
2023
Q2 		$227K Buy
1,268
+32
+3% +$5.68K 0.02% 140
2023
Q1 		$240K Buy
+1,236
New +$227K 0.02% 131
2022
Q1 		– Sell
-1,314
Closed -$282K – 211
2021
Q4 		$282K Buy
+1,314
New +$267K 0.01% 181

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Angeles Investment Advisors sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 1,628 shares — an estimated $242K sold.

Angeles Investment Advisors first reported a position in UPS in Q4 2021 and held it in 4 quarters. The position peaked at $282K in Q4 2021. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Angeles Investment Advisors reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • Angeles Investment Advisors sold 1,628 United Parcel Service shares in Q2 2024, an estimated $242K.
  • Angeles Investment Advisors first reported a position in United Parcel Service in Q4 2021 and held it in 4 quarters.
  • Angeles Investment Advisors's United Parcel Service position peaked at $282K in Q4 2021.
  • 2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Angeles Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.