Column Capital Advisors’s United Parcel Service UPS Stock Holding History

Column Capital 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
2023 Q3	$58.6K	Sell	376 -146	-28%	-$25.2K	0.01%	300
2023 Q2	$93.7K	Hold	522	–	–	0.01%	228
2023 Q1	$101K	Buy	522 +147	+39%	+$27K	0.02%	219
2022 Q4	$65.2K	Sell	375 -56	-13%	-$9.69K	0.01%	265
2022 Q3	$70K	Buy	431 +1	+0.2%	+$189	0.01%	233
2022 Q2	$79K	Sell	430 -105	-20%	-$19.2K	0.02%	224
2022 Q1	$115K	Sell	535 -618	-54%	-$131K	0.02%	178
2021 Q4	$247K	Buy	1,153 +748	+185%	+$152K	0.05%	115
2021 Q3	$74K	Sell	405 -21	-5%	-$4.14K	0.02%	220
2021 Q2	$89K	Buy	426 +400	+1,538%	+$80K	0.02%	200
2021 Q1	$4K	Hold	26	–	–	﹤0.01%	562
2020 Q4	$4K	Sell	26 -24	-48%	-$4.05K	﹤0.01%	560
2020 Q3	$8K	Hold	50	–	–	﹤0.01%	481
2020 Q2	$5K	Hold	50	–	–	﹤0.01%	586
2020 Q1	$5K	Sell	50 -36	-42%	-$3.73K	﹤0.01%	502
2019 Q4	$10K	Buy	+86	New	+$10.2K	0.01%	451

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Column Capital Advisors's UPS Position: Q3 2023 in Review

Column Capital Advisors reduced its United Parcel Service (UPS) stake by 28% in Q3 2023, selling an estimated $25.2K and leaving 376 shares worth $58.6K. The position accounts for 0.01% of the portfolio, ranked #300.

Column Capital Advisors first reported a position in UPS in Q4 2019 and has held it in 16 quarters since. The position peaked at $247K in Q4 2021. 2,202 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

Column Capital Advisors held 376 shares of United Parcel Service worth $58.6K as of Q3 2023.
Column Capital Advisors sold 146 United Parcel Service shares in Q3 2023, an estimated $25.2K.
United Parcel Service made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #300 holding.
Column Capital Advisors first reported a position in United Parcel Service in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's United Parcel Service position peaked at $247K in Q4 2021.
2,202 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.