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Fermata Advisors’s United Parcel Service UPS Stock Holding History

Fermata 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
Q4 		– Sell
-1,338
Closed -$209K – 194
2023
Q3 		$209K Buy
+1,338
New +$231K 0.06% 151
2022
Q2 		– Sell
-1,081
Closed -$233K – 198
2022
Q1 		$233K Buy
1,081
+35
+3% +$7.44K 0.09% 154
2021
Q4 		$225K Buy
+1,046
New +$213K 0.08% 167

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fermata Advisors's UPS Position: Q4 2023 in Review

Fermata Advisors sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 1,338 shares — an estimated $209K sold.

Fermata Advisors first reported a position in UPS in Q4 2021 and held it in 3 quarters. The position peaked at $233K in Q1 2022. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • Fermata Advisors reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • Fermata Advisors sold 1,338 United Parcel Service shares in Q4 2023, an estimated $209K.
  • Fermata Advisors first reported a position in United Parcel Service in Q4 2021 and held it in 3 quarters.
  • Fermata Advisors's United Parcel Service position peaked at $233K in Q1 2022.
  • 2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Fermata Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.