Evolution Wealth Advisors’s United Parcel Service UPS Stock Holding History

Evolution Wealth 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
2021 Q4	–	Sell	-92	Closed	-$17K	–	603
2021 Q3	$17K	Hold	92	–	–	﹤0.01%	336
2021 Q2	$19K	Sell	92 -41	-31%	-$8.2K	﹤0.01%	314
2021 Q1	$23K	Buy	133 +41	+45%	+$6.63K	0.01%	275
2020 Q4	$15K	Hold	92	–	–	﹤0.01%	305
2020 Q3	$15K	Hold	92	–	–	﹤0.01%	306
2020 Q2	$10K	Sell	92 -20,432	-100%	-$2.04M	﹤0.01%	293
2020 Q1	$1.92M	Buy	20,524 +20,429	+21,504%	+$2.12M	0.77%	32
2019 Q4	$11K	Sell	95 -47	-33%	-$5.56K	﹤0.01%	293
2019 Q3	$17K	Buy	142 +104	+274%	+$11.9K	0.01%	119
2019 Q2	$4K	Buy	+38	New	+$3.95K	﹤0.01%	312

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

Evolution Wealth Advisors's UPS Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of United Parcel Service (UPS) in Q4 2021, closing a stake of 92 shares — an estimated $17K sold.

Evolution Wealth Advisors first reported a position in UPS in Q2 2019 and held it in 10 quarters. The position peaked at $1.92M in Q1 2020. 2,229 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

Evolution Wealth Advisors reported no remaining United Parcel Service position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 92 United Parcel Service shares in Q4 2021, an estimated $17K.
Evolution Wealth Advisors first reported a position in United Parcel Service in Q2 2019 and held it in 10 quarters.
Evolution Wealth Advisors's United Parcel Service position peaked at $1.92M in Q1 2020.
2,229 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.