Garrison Point Advisors’s United Parcel Service UPS Stock Holding History

Garrison Point 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 Q2	–	Sell	-1,040	Closed	-$202K	–	158
2023 Q1	$202K	Buy	+1,040	New	+$191K	0.15%	151
2022 Q3	–	Sell	-1,140	Closed	-$208K	–	146
2022 Q2	$208K	Hold	1,140	–	–	0.17%	143
2022 Q1	$244K	Hold	1,140	–	–	0.17%	136
2021 Q4	$244K	Hold	1,140	–	–	0.16%	139
2021 Q3	$208K	Hold	1,140	–	–	0.15%	143
2021 Q2	$237K	Buy	+1,140	New	+$228K	0.17%	137

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Garrison Point Advisors's UPS Position: Q2 2023 in Review

Garrison Point Advisors sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,040 shares — an estimated $202K sold.

Garrison Point Advisors first reported a position in UPS in Q2 2021 and held it in 6 quarters. The position peaked at $244K in Q1 2022. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

Garrison Point Advisors reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
Garrison Point Advisors sold 1,040 United Parcel Service shares in Q2 2023, an estimated $202K.
Garrison Point Advisors first reported a position in United Parcel Service in Q2 2021 and held it in 6 quarters.
Garrison Point Advisors's United Parcel Service position peaked at $244K in Q1 2022.
2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Garrison Point Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.