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Mountain Capital Investment Advisors’s United Parcel Service UPS Stock Holding History

Mountain Capital 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
2024
Q1 		– Sell
-5,059
Closed -$809K – 72
2023
Q4 		$809K Sell
5,059
-230
-4% -$34.8K 0.27% 31
2023
Q3 		$730K Sell
5,289
-4,409
-45% -$761K 0.27% 36
2023
Q2 		$1.83M Sell
9,698
-2,580
-21% -$458K 0.69% 19
2023
Q1 		$2.35M Buy
12,278
+654
+6% +$120K 1.03% 21
2022
Q4 		$2.08M Buy
11,624
+3,620
+45% +$627K 0.94% 36
2022
Q3 		$1.33M Buy
+8,004
New +$1.52M 0.7% 52
2022
Q2 		– Sell
-7,374
Closed -$1.41M – 93
2022
Q1 		$1.41M Sell
7,374
-17
-0.2% -$3.61K 0.66% 54
2021
Q4 		$1.56M Buy
7,391
+1,864
+34% +$379K 0.71% 48
2021
Q3 		$1.01M Buy
5,527
+252
+5% +$49.7K 0.54% 71
2021
Q2 		$1.12M Sell
5,275
-716
-12% -$143K 0.52% 59
2021
Q1 		$1.07M Buy
5,991
+608
+11% +$98.3K 0.54% 69
2020
Q4 		$871K Sell
5,383
-833
-13% -$141K 0.53% 63
2020
Q3 		$1.1M Buy
+6,216
New +$905K 0.71% 54
2019
Q4 		– Sell
-18,210
Closed -$2.18M – 59
2019
Q3 		$2.18M Buy
18,210
+1
+0% +$114 1.93% 11
2019
Q2 		$2.11M Buy
+18,209
New +$1.89M 1.98% 11
2018
Q2 		– Sell
-18,381
Closed -$1.92M – 46
2018
Q1 		$1.92M Hold
18,381
– – 2.09% 11
2017
Q4 		$2.19M Hold
18,381
– – 2.11% 11
2017
Q3 		$2.21M Sell
18,381
-2,300
-11% -$261K 1.96% 11
2017
Q2 		$2.29M Buy
+20,681
New +$2.21M 2.24% 8

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mountain Capital Investment Advisors's UPS Position: Q1 2024 in Review

Mountain Capital Investment Advisors sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 5,059 shares — an estimated $809K sold.

Mountain Capital Investment Advisors first reported a position in UPS in Q2 2017 and held it in 19 quarters. The position peaked at $2.35M in Q1 2023. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Mountain Capital Investment Advisors reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 5,059 United Parcel Service shares in Q1 2024, an estimated $809K.
  • Mountain Capital Investment Advisors first reported a position in United Parcel Service in Q2 2017 and held it in 19 quarters.
  • Mountain Capital Investment Advisors's United Parcel Service position peaked at $2.35M in Q1 2023.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.