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Garrison Bradford & Associates’s United Parcel Service UPS Stock Holding History

Garrison Bradford & Associates’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
-2,400
Closed -$466K – 34
2023
Q1 		$466K Hold
2,400
– – 0.58% 25
2022
Q4 		$417K Hold
2,400
– – 0.51% 28
2022
Q3 		$388K Hold
2,400
– – 0.47% 27
2022
Q2 		$438K Hold
2,400
– – 0.5% 27
2022
Q1 		$515K Hold
2,400
– – 0.5% 28
2021
Q4 		$514K Buy
2,400
+100
+4% +$20.3K 0.46% 31
2021
Q3 		$419K Buy
2,300
+1,300
+130% +$257K 0.43% 36
2021
Q2 		$208K Buy
+1,000
New +$200K 0.22% 47

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
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

Garrison Bradford & Associates's UPS Position: Q2 2023 in Review

Garrison Bradford & Associates sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 2,400 shares — an estimated $466K sold.

Garrison Bradford & Associates first reported a position in UPS in Q2 2021 and held it in 8 quarters. The position peaked at $515K in Q1 2022. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • Garrison Bradford & Associates reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
  • Garrison Bradford & Associates sold 2,400 United Parcel Service shares in Q2 2023, an estimated $466K.
  • Garrison Bradford & Associates first reported a position in United Parcel Service in Q2 2021 and held it in 8 quarters.
  • Garrison Bradford & Associates's United Parcel Service position peaked at $515K in Q1 2022.
  • 2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Garrison Bradford & Associates's 13F filing for Q2 2023, filed 1 Aug 2023.