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Nichols & Pratt Advisers’s United Parcel Service UPS Stock Holding History

Nichols & Pratt Advisers’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
Q2 		– Sell
-1,250
Closed -$242K – 113
2023
Q1 		$242K Hold
1,250
– – 0.02% 96
2022
Q4 		$217K Buy
+1,250
New +$216K 0.02% 92
2021
Q4 		– Sell
-1,250
Closed -$227K – 106
2021
Q3 		$227K Sell
1,250
-150
-11% -$29.6K 0.02% 99
2021
Q2 		$291K Sell
1,400
-50
-3% -$10K 0.02% 96
2021
Q1 		$246K Hold
1,450
– – 0.02% 98
2020
Q4 		$245K Buy
1,450
+50
+4% +$8.44K 0.02% 98
2020
Q3 		$233K Buy
+1,400
New +$204K 0.02% 94

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nichols & Pratt Advisers's UPS Position: Q2 2023 in Review

Nichols & Pratt Advisers sold out of United Parcel Service (UPS) in Q2 2023, closing a stake of 1,250 shares — an estimated $242K sold.

Nichols & Pratt Advisers first reported a position in UPS in Q3 2020 and held it in 7 quarters. The position peaked at $291K in Q2 2021. 2,249 funds tracked by Wall St. Rank hold UPS as of Q2 2023.

  • Nichols & Pratt Advisers reported no remaining United Parcel Service position as of Q2 2023 after selling out during the quarter.
  • Nichols & Pratt Advisers sold 1,250 United Parcel Service shares in Q2 2023, an estimated $242K.
  • Nichols & Pratt Advisers first reported a position in United Parcel Service in Q3 2020 and held it in 7 quarters.
  • Nichols & Pratt Advisers's United Parcel Service position peaked at $291K in Q2 2021.
  • 2,249 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2023.

Based on Nichols & Pratt Advisers's 13F filing for Q2 2023, filed 2 Aug 2023.