Gerber Kawasaki Wealth & Investment Management’s United Parcel Service UPS Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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	-793	Closed	-$144K	–	1059
2021 Q3	$144K	Buy	+793	New	+$157K	0.02%	209
2021 Q2	–	Sell	-2,549	Closed	-$433K	–	273
2021 Q1	$433K	Buy	2,549 +429	+20%	+$69.4K	0.05%	142
2020 Q4	$357K	Buy	+2,120	New	+$358K	0.05%	130

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

Gerber Kawasaki Wealth & Investment Management's UPS Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of United Parcel Service (UPS) in Q4 2021, closing a stake of 793 shares — an estimated $144K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in UPS in Q4 2020 and held it in 3 quarters. The position peaked at $433K in Q1 2021. 2,230 funds tracked by Wall St. Rank hold UPS as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining United Parcel Service position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 793 United Parcel Service shares in Q4 2021, an estimated $144K.
Gerber Kawasaki Wealth & Investment Management first reported a position in United Parcel Service in Q4 2020 and held it in 3 quarters.
Gerber Kawasaki Wealth & Investment Management's United Parcel Service position peaked at $433K in Q1 2021.
2,230 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.