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Doliver Advisors’s United Parcel Service UPS Stock Holding History

Doliver 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
Q2 		– Sell
-1,046
Closed -$203K – 173
2023
Q1 		$203K Buy
+1,046
New +$192K 0.06% 157
2021
Q4 		– Sell
-1,406
Closed -$256K – 187
2021
Q3 		$256K Buy
1,406
+23
+2% +$4.54K 0.09% 141
2021
Q2 		$288K Buy
+1,383
New +$277K 0.1% 120
2018
Q4 		– Sell
-1,845
Closed -$215K – 212
2018
Q3 		$215K Buy
+1,845
New +$217K 0.09% 151

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Doliver Advisors's UPS Position: Q2 2023 in Review

Doliver Advisors sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,046 shares — an estimated $203K sold.

Doliver Advisors first reported a position in UPS in Q3 2018 and held it in 4 quarters. The position peaked at $288K in Q2 2021. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • Doliver Advisors reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
  • Doliver Advisors sold 1,046 United Parcel Service shares in Q2 2023, an estimated $203K.
  • Doliver Advisors first reported a position in United Parcel Service in Q3 2018 and held it in 4 quarters.
  • Doliver Advisors's United Parcel Service position peaked at $288K in Q2 2021.
  • 2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Doliver Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.