GSIAS
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Garden State Investment Advisory Services’s United Parcel Service UPS Stock Holding History

Garden State Investment Advisory Services’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
Q2 		– Sell
-1,450
Closed -$281K – 270
2023
Q1 		$281K Buy
1,450
+3
+0.2% +$550 0.12% 149
2022
Q4 		$251K Buy
+1,447
New +$250K 0.15% 145

Other funds holding UPS

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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Garden State Investment Advisory Services's UPS Position: Q2 2023 in Review

Garden State Investment Advisory Services sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,450 shares — an estimated $281K sold.

Garden State Investment Advisory Services first reported a position in UPS in Q4 2022 and held it in 2 quarters. The position peaked at $281K in Q1 2023. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • Garden State Investment Advisory Services reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
  • Garden State Investment Advisory Services sold 1,450 United Parcel Service shares in Q2 2023, an estimated $281K.
  • Garden State Investment Advisory Services first reported a position in United Parcel Service in Q4 2022 and held it in 2 quarters.
  • Garden State Investment Advisory Services's United Parcel Service position peaked at $281K in Q1 2023.
  • 2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2023, filed 14 Aug 2023.