Elm Advisors’s United Parcel Service UPS Stock Holding History

Elm 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
2022 Q1	–	Sell	-1,200	Closed	-$257K	–	87
2021 Q4	$257K	Hold	1,200	–	–	0.14%	79
2021 Q3	$219K	Hold	1,200	–	–	0.13%	83
2021 Q2	$250K	Hold	1,200	–	–	0.15%	79
2021 Q1	$204K	Hold	1,200	–	–	0.13%	85
2020 Q4	$202K	Buy	+1,200	New	+$203K	0.12%	80
2018 Q4	–	Sell	-1,200	Closed	-$140K	–	252
2018 Q3	$140K	Buy	+1,200	New	+$141K	0.09%	100

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

Elm Advisors's UPS Position: Q1 2022 in Review

Elm Advisors sold out of United Parcel Service (UPS) in Q1 2022, closing a stake of 1,200 shares — an estimated $257K sold.

Elm Advisors first reported a position in UPS in Q3 2018 and held it in 6 quarters. The position peaked at $257K in Q4 2021. 2,238 funds tracked by Wall St. Rank hold UPS as of Q1 2022.

Elm Advisors reported no remaining United Parcel Service position as of Q1 2022 after selling out during the quarter.
Elm Advisors sold 1,200 United Parcel Service shares in Q1 2022, an estimated $257K.
Elm Advisors first reported a position in United Parcel Service in Q3 2018 and held it in 6 quarters.
Elm Advisors's United Parcel Service position peaked at $257K in Q4 2021.
2,238 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2022.

Based on Elm Advisors's 13F filing for Q1 2022, filed 1 Apr 2022.