Gradient Capital Advisors’s United Parcel Service UPS Stock Holding History

Gradient Capital 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	-1,067	Closed	-$207K	–	142
2023 Q1	$207K	Buy	+1,067	New	+$196K	0.09%	133
2022 Q2	–	Sell	-1,059	Closed	-$227K	–	127
2022 Q1	$227K	Hold	1,059	–	–	0.1%	113
2021 Q4	$227K	Buy	+1,059	New	+$215K	0.09%	113
2021 Q3	–	Sell	-1,059	Closed	-$220K	–	124
2021 Q2	$220K	Buy	+1,059	New	+$212K	0.1%	109

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

Gradient Capital Advisors's UPS Position: Q2 2023 in Review

Gradient Capital Advisors sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,067 shares — an estimated $207K sold.

Gradient Capital Advisors first reported a position in UPS in Q2 2021 and held it in 4 quarters. The position peaked at $227K in Q1 2022. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

Gradient Capital Advisors reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
Gradient Capital Advisors sold 1,067 United Parcel Service shares in Q2 2023, an estimated $207K.
Gradient Capital Advisors first reported a position in United Parcel Service in Q2 2021 and held it in 4 quarters.
Gradient Capital Advisors's United Parcel Service position peaked at $227K in Q1 2022.
2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Gradient Capital Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.