Carroll Investors’s United Parcel Service UPS Stock Holding History

Carroll Investors’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 Q1	–	Sell	-1,198	Closed	-$211K	–	45
2022 Q4	$211K	Buy	+1,198	New	+$207K	0.22%	39
2022 Q2	–	Sell	-75	Closed	-$16K	–	158
2022 Q1	$16K	Sell	75 -193	-72%	-$41K	0.01%	116
2021 Q4	$57K	Buy	+268	New	+$54.5K	0.03%	91

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Carroll Investors's UPS Position: Q1 2023 in Review

Carroll Investors sold out of United Parcel Service (UPS) in Q1 2023, closing a stake of 1,198 shares — an estimated $211K sold.

Carroll Investors first reported a position in UPS in Q4 2021 and held it in 3 quarters. The position peaked at $211K in Q4 2022. 2,258 funds tracked by Wall St. Rank hold UPS as of Q1 2023.

Carroll Investors reported no remaining United Parcel Service position as of Q1 2023 after selling out during the quarter.
Carroll Investors sold 1,198 United Parcel Service shares in Q1 2023, an estimated $211K.
Carroll Investors first reported a position in United Parcel Service in Q4 2021 and held it in 3 quarters.
Carroll Investors's United Parcel Service position peaked at $211K in Q4 2022.
2,258 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2023.

Based on Carroll Investors's 13F filing for Q1 2023, filed 15 May 2023.