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Mine & Arao Wealth Creation & Management’s United Parcel Service UPS Stock Holding History

Mine & Arao Wealth Creation & 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
2024
Q2 		– Sell
-714
Closed -$106K – 339
2024
Q1 		$106K Buy
714
+7
+1% +$1.06K 0.05% 101
2023
Q4 		$111K Buy
707
+2
+0.3% +$302 0.06% 100
2023
Q3 		$110K Buy
705
+3
+0.4% +$518 0.07% 92
2023
Q2 		$126K Buy
702
+3
+0.4% +$533 0.07% 90
2023
Q1 		$136K Buy
699
+2
+0.3% +$367 0.09% 83
2022
Q4 		$121K Buy
697
+2
+0.3% +$346 0.09% 86
2022
Q3 		$112K Buy
695
+18
+3% +$3.41K 0.08% 88
2022
Q2 		$124K Buy
677
+3
+0.4% +$547 0.09% 88
2022
Q1 		$145K Sell
674
-23
-3% -$4.89K 0.09% 82
2021
Q4 		$150K Buy
697
+224
+47% +$45.6K 0.08% 89
2021
Q3 		$86K Hold
473
– – 0.05% 113
2021
Q2 		$98K Buy
473
+1
+0.2% +$200 0.06% 106
2021
Q1 		$80K Buy
472
+1
+0.2% +$162 0.05% 112
2020
Q4 		$79K Buy
471
+1
+0.2% +$169 0.06% 107
2020
Q3 		$78K Buy
470
+2
+0.4% +$291 0.06% 101
2020
Q2 		$52K Buy
468
+2
+0.4% +$200 0.05% 110
2020
Q1 		$44K Buy
466
+2
+0.4% +$207 0.05% 109
2019
Q4 		$54K Buy
+464
New +$54.9K 0.05% 120

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's UPS Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 714 shares — an estimated $106K sold.

Mine & Arao Wealth Creation & Management first reported a position in UPS in Q4 2019 and held it in 18 quarters. The position peaked at $150K in Q4 2021. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 714 United Parcel Service shares in Q2 2024, an estimated $106K.
  • Mine & Arao Wealth Creation & Management first reported a position in United Parcel Service in Q4 2019 and held it in 18 quarters.
  • Mine & Arao Wealth Creation & Management's United Parcel Service position peaked at $150K in Q4 2021.
  • 2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.