Bluesphere Advisors’s United Parcel Service UPS Stock Holding History

Bluesphere 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	-1,374	Closed	-$204K	–	105
2024 Q1	$204K	Sell	1,374 -7	-0.5%	-$1.06K	0.11%	92
2023 Q4	$217K	Buy	+1,381	New	+$209K	0.13%	83
2023 Q3	–	Sell	-1,244	Closed	-$223K	–	88
2023 Q2	$223K	Sell	1,244 -114	-8%	-$20.2K	0.16%	78
2023 Q1	$263K	Sell	1,358 -233	-15%	-$42.7K	0.22%	66
2022 Q4	$277K	Sell	1,591 -228	-13%	-$39.5K	0.25%	67
2022 Q3	$294K	Sell	1,819 -470	-21%	-$89K	0.29%	52
2022 Q2	$418K	Hold	2,289	–	–	0.41%	46
2022 Q1	$491K	Sell	2,289 -210	-8%	-$44.6K	0.42%	46
2021 Q4	$536K	Hold	2,499	–	–	0.45%	42
2021 Q3	$455K	Hold	2,499	–	–	0.44%	41
2021 Q2	$520K	Hold	2,499	–	–	0.46%	40
2021 Q1	$425K	Buy	2,499 +487	+24%	+$78.8K	0.38%	53
2020 Q4	$338K	Buy	+2,012	New	+$340K	0.36%	52

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

Bluesphere Advisors's UPS Position: Q2 2024 in Review

Bluesphere Advisors sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 1,374 shares — an estimated $204K sold.

Bluesphere Advisors first reported a position in UPS in Q4 2020 and held it in 13 quarters. The position peaked at $536K in Q4 2021. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

Bluesphere Advisors reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
Bluesphere Advisors sold 1,374 United Parcel Service shares in Q2 2024, an estimated $204K.
Bluesphere Advisors first reported a position in United Parcel Service in Q4 2020 and held it in 13 quarters.
Bluesphere Advisors's United Parcel Service position peaked at $536K in Q4 2021.
2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Bluesphere Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.