D'Orazio & Associates’s United Parcel Service UPS Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-356	Closed	-$65K	–	671
2021 Q3	$65K	Buy	356 +148	+71%	+$29.2K	0.02%	172
2021 Q2	$43K	Hold	208	–	–	0.01%	183
2021 Q1	$35K	Hold	208	–	–	0.01%	195
2020 Q4	$35K	Buy	208 +108	+108%	+$18.2K	0.01%	176
2020 Q3	$17K	Hold	100	–	–	0.01%	203
2020 Q2	$11K	Hold	100	–	–	﹤0.01%	232
2020 Q1	$9K	Hold	100	–	–	﹤0.01%	233
2019 Q4	$12K	Hold	100	–	–	﹤0.01%	240
2019 Q3	$12K	Hold	100	–	–	﹤0.01%	239
2019 Q2	$10K	Hold	100	–	–	﹤0.01%	248
2019 Q1	$11K	Hold	100	–	–	﹤0.01%	237
2018 Q4	$10K	Hold	100	–	–	﹤0.01%	224
2018 Q3	$12K	Hold	100	–	–	﹤0.01%	207
2018 Q2	$11K	Hold	100	–	–	﹤0.01%	202
2018 Q1	$10K	Hold	100	–	–	﹤0.01%	206
2017 Q4	$12K	Hold	100	–	–	﹤0.01%	214
2017 Q3	$12K	Hold	100	–	–	﹤0.01%	194
2017 Q2	$11K	Hold	100	–	–	﹤0.01%	230
2017 Q1	$11K	Hold	100	–	–	﹤0.01%	217
2016 Q4	$11K	Hold	100	–	–	﹤0.01%	200
2016 Q3	$10K	Hold	100	–	–	﹤0.01%	199
2016 Q2	$11K	Hold	100	–	–	﹤0.01%	200
2016 Q1	$10K	Hold	100	–	–	﹤0.01%	218
2015 Q4	$10K	Sell	100 -34	-25%	-$3.47K	﹤0.01%	193
2015 Q3	$14K	Buy	134 +34	+34%	+$3.36K	0.01%	171
2015 Q2	$10K	Hold	100	–	–	0.01%	183
2015 Q1	$10K	Hold	100	–	–	0.01%	189
2014 Q4	$11K	Hold	100	–	–	0.01%	167
2014 Q3	$10K	Hold	100	–	–	0.01%	174
2014 Q2	$10K	Hold	100	–	–	0.01%	179
2014 Q1	$10K	Hold	100	–	–	0.01%	176
2013 Q4	$11K	Buy	+100	New	+$9.85K	0.01%	159

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

D'Orazio & Associates's UPS Position: Q4 2021 in Review

D'Orazio & Associates sold out of United Parcel Service (UPS) in Q4 2021, closing a stake of 356 shares — an estimated $65K sold.

D'Orazio & Associates first reported a position in UPS in Q4 2013 and held it in 32 quarters. The position peaked at $65K in Q3 2021. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

D'Orazio & Associates reported no remaining United Parcel Service position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 356 United Parcel Service shares in Q4 2021, an estimated $65K.
D'Orazio & Associates first reported a position in United Parcel Service in Q4 2013 and held it in 32 quarters.
D'Orazio & Associates's United Parcel Service position peaked at $65K in Q3 2021.
2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.