Argonautica Private Wealth Management’s United Parcel Service UPS Stock Holding History

Argonautica Private Wealth 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
2024 Q2	–	Sell	-18,053	Closed	-$2.68M	–	211
2024 Q1	$2.68M	Buy	18,053 +710	+4%	+$108K	0.96%	28
2023 Q4	$2.73M	Sell	17,343 -884	-5%	-$134K	1.12%	24
2023 Q3	$2.84M	Buy	18,227 +8	+0%	+$1.38K	1.28%	21
2023 Q2	$3.27M	Buy	18,219 +47	+0.3%	+$8.35K	1.47%	16
2023 Q1	$3.53M	Sell	18,172 -2,564	-12%	-$470K	1.78%	11
2022 Q4	$3.6M	Buy	+20,736	New	+$3.59M	1.85%	12

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

Argonautica Private Wealth Management's UPS Position: Q2 2024 in Review

Argonautica Private Wealth Management sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 18,053 shares — an estimated $2.68M sold.

Argonautica Private Wealth Management first reported a position in UPS in Q4 2022 and held it in 6 quarters. The position peaked at $3.6M in Q4 2022. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

Argonautica Private Wealth Management reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
Argonautica Private Wealth Management sold 18,053 United Parcel Service shares in Q2 2024, an estimated $2.68M.
Argonautica Private Wealth Management first reported a position in United Parcel Service in Q4 2022 and held it in 6 quarters.
Argonautica Private Wealth Management's United Parcel Service position peaked at $3.6M in Q4 2022.
2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Argonautica Private Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.