EARNEST Partners’s United Parcel Service UPS Stock Holding History

EARNEST Partners’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 Q4	–	Sell	-338	Closed	-$52.7K	–	1045
2023 Q3	$52.7K	Hold	338	–	–	﹤0.01%	361
2023 Q2	$60.6K	Hold	338	–	–	﹤0.01%	336
2023 Q1	$65.6K	Hold	338	–	–	﹤0.01%	330
2022 Q4	$58.8K	Hold	338	–	–	﹤0.01%	336
2022 Q3	$55K	Hold	338	–	–	﹤0.01%	323
2022 Q2	$62K	Hold	338	–	–	﹤0.01%	319
2022 Q1	$72K	Hold	338	–	–	﹤0.01%	314
2021 Q4	$72K	Buy	+338	New	+$68.7K	﹤0.01%	318
2019 Q4	–	Sell	-384	Closed	-$46K	–	1188
2019 Q3	$46K	Hold	384	–	–	﹤0.01%	318
2019 Q2	$40K	Buy	+384	New	+$39.9K	﹤0.01%	341
2018 Q4	–	Sell	-379	Closed	-$44K	–	1213
2018 Q3	$44K	Hold	379	–	–	﹤0.01%	334
2018 Q2	$40K	Buy	379 +30	+9%	+$3.37K	﹤0.01%	338
2018 Q1	$37K	Hold	349	–	–	﹤0.01%	343
2017 Q4	$42K	Buy	+349	New	+$41K	﹤0.01%	318

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

EARNEST Partners's UPS Position: Q4 2023 in Review

EARNEST Partners sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 338 shares — an estimated $52.7K sold.

EARNEST Partners first reported a position in UPS in Q4 2017 and held it in 14 quarters. The position peaked at $72K in Q1 2022. 2,264 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

EARNEST Partners reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 338 United Parcel Service shares in Q4 2023, an estimated $52.7K.
EARNEST Partners first reported a position in United Parcel Service in Q4 2017 and held it in 14 quarters.
EARNEST Partners's United Parcel Service position peaked at $72K in Q1 2022.
2,264 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.