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Milestone Investment Advisors’s United Parcel Service UPS Stock Holding History

Milestone Investment 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
-1,034
Closed -$161K – 423
2023
Q3 		$161K Buy
+1,034
New +$178K 0.05% 116
2023
Q2 		– Sell
-1,034
Closed -$201K – 418
2023
Q1 		$201K Buy
+1,034
New +$190K 0.06% 105

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

Milestone Investment Advisors's UPS Position: Q4 2023 in Review

Milestone Investment Advisors sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 1,034 shares — an estimated $161K sold.

Milestone Investment Advisors first reported a position in UPS in Q1 2023 and held it in 2 quarters. The position peaked at $201K in Q1 2023. 2,260 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • Milestone Investment Advisors reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,034 United Parcel Service shares in Q4 2023, an estimated $161K.
  • Milestone Investment Advisors first reported a position in United Parcel Service in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's United Parcel Service position peaked at $201K in Q1 2023.
  • 2,260 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.