Arlington Partners’s United Parcel Service UPS Stock Holding History

Arlington Partners’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 Q1	–	Sell	-53	Closed	-$8.33K	–	234
2023 Q4	$8.33K	Sell	53 -653	-92%	-$98.7K	﹤0.01%	226
2023 Q3	$110K	Hold	706	–	–	0.05%	107
2023 Q2	$127K	Buy	706 +159	+29%	+$28.2K	0.02%	208
2023 Q1	$106K	Buy	547 +494	+932%	+$90.6K	0.02%	197
2022 Q4	$9.21K	Hold	53	–	–	﹤0.01%	365
2022 Q3	$9K	Sell	53 -453	-90%	-$85.8K	﹤0.01%	313
2022 Q2	$92K	Buy	506 +189	+60%	+$34.5K	0.03%	173
2022 Q1	$68K	Sell	317 -30	-9%	-$6.38K	0.02%	225
2021 Q4	$74K	Buy	347 +83	+31%	+$16.9K	0.02%	238
2021 Q3	$48K	Buy	+264	New	+$52.1K	0.01%	265
2021 Q2	–	Sell	-344	Closed	-$58K	–	383
2021 Q1	$58K	Hold	344	–	–	0.02%	220
2020 Q4	$58K	Hold	344	–	–	0.03%	103
2020 Q3	$57K	Hold	344	–	–	0.03%	99
2020 Q2	$38K	Buy	+344	New	+$34.3K	0.02%	115

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

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

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

Arlington Partners's UPS Position: Q1 2024 in Review

Arlington Partners sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 53 shares — an estimated $8.33K sold.

Arlington Partners first reported a position in UPS in Q2 2020 and held it in 14 quarters. The position peaked at $127K in Q2 2023. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

Arlington Partners reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
Arlington Partners sold 53 United Parcel Service shares in Q1 2024, an estimated $8.33K.
Arlington Partners first reported a position in United Parcel Service in Q2 2020 and held it in 14 quarters.
Arlington Partners's United Parcel Service position peaked at $127K in Q2 2023.
2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.