MA
UPS icon

Mezzasalma Advisors’s United Parcel Service UPS Stock Holding History

Mezzasalma 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
Q4 		– Sell
-1,345
Closed -$210K – 96
2023
Q3 		$210K Sell
1,345
-68
-5% -$11.7K 0.13% 80
2023
Q2 		$253K Buy
1,413
+10
+0.7% +$1.78K 0.15% 78
2023
Q1 		$272K Hold
1,403
– – 0.19% 70
2022
Q4 		$244K Buy
+1,403
New +$243K 0.21% 72
2022
Q3 		– Sell
-1,233
Closed -$225K – 84
2022
Q2 		$225K Buy
1,233
+68
+6% +$12.4K 0.19% 71
2022
Q1 		$250K Hold
1,165
– – 0.16% 80
2021
Q4 		$250K Hold
1,165
– – 0.13% 83
2021
Q3 		$212K Hold
1,165
– – 0.12% 91
2021
Q2 		$242K Buy
+1,165
New +$233K 0.13% 89

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mezzasalma Advisors's UPS Position: Q4 2023 in Review

Mezzasalma Advisors sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 1,345 shares — an estimated $210K sold.

Mezzasalma Advisors first reported a position in UPS in Q2 2021 and held it in 9 quarters. The position peaked at $272K in Q1 2023. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • Mezzasalma Advisors reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • Mezzasalma Advisors sold 1,345 United Parcel Service shares in Q4 2023, an estimated $210K.
  • Mezzasalma Advisors first reported a position in United Parcel Service in Q2 2021 and held it in 9 quarters.
  • Mezzasalma Advisors's United Parcel Service position peaked at $272K in Q1 2023.
  • 2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Mezzasalma Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.