Mirabella Financial Services’s United Parcel Service UPS Stock Holding History

Mirabella Financial Services’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	-32,148	Closed	-$4.78M	–	701
2024 Q1	$4.78M	Buy	+32,148	New	+$4.89M	0.35%	56
2023 Q4	–	Sell	-13,780	Closed	-$2.15M	–	598
2023 Q3	$2.15M	Buy	13,780 +10,599	+333%	+$1.83M	0.3%	93
2023 Q2	$570K	Buy	3,181 +1,921	+152%	+$341K	0.06%	284
2023 Q1	$244K	Buy	+1,260	New	+$231K	0.04%	332
2022 Q3	–	Sell	-15,963	Closed	-$2.91M	–	551
2022 Q2	$2.91M	Buy	+15,963	New	+$2.91M	0.29%	75
2022 Q1	–	Sell	-5,031	Closed	-$1.08M	–	691
2021 Q4	$1.08M	Buy	+5,031	New	+$1.02M	0.11%	160
2021 Q3	–	Sell	-1,266	Closed	-$263K	–	550
2021 Q2	$263K	Buy	+1,266	New	+$253K	0.05%	229

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirabella Financial Services's UPS Position: Q2 2024 in Review

Mirabella Financial Services sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 32,148 shares — an estimated $4.78M sold.

Mirabella Financial Services first reported a position in UPS in Q2 2021 and held it in 7 quarters. The position peaked at $4.78M in Q1 2024. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

Mirabella Financial Services reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
Mirabella Financial Services sold 32,148 United Parcel Service shares in Q2 2024, an estimated $4.78M.
Mirabella Financial Services first reported a position in United Parcel Service in Q2 2021 and held it in 7 quarters.
Mirabella Financial Services's United Parcel Service position peaked at $4.78M in Q1 2024.
2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.