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Patton Albertson Miller Group’s United Parcel Service UPS Stock Holding History

Patton Albertson Miller Group’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
-2,152
Closed -$320K – 215
2024
Q1 		$320K Sell
2,152
-883
-29% -$134K 0.05% 165
2023
Q4 		$477K Sell
3,035
-125
-4% -$18.9K 0.08% 148
2023
Q3 		$493K Sell
3,160
-297
-9% -$51.3K 0.1% 147
2023
Q2 		$620K Sell
3,457
-1,155
-25% -$205K 0.12% 133
2023
Q1 		$895K Sell
4,612
-1,148
-20% -$211K 0.16% 121
2022
Q4 		$1M Sell
5,760
-47
-0.8% -$8.14K 0.18% 112
2022
Q3 		$938K Sell
5,807
-173
-3% -$32.8K 0.2% 116
2022
Q2 		$1.09M Sell
5,980
-558
-9% -$102K 0.22% 115
2022
Q1 		$1.4M Sell
6,538
-737
-10% -$157K 0.24% 113
2021
Q4 		$1.56M Sell
7,275
-10
-0.1% -$2.03K 0.25% 106
2021
Q3 		$1.33M Sell
7,285
-150
-2% -$29.6K 0.25% 107
2021
Q2 		$1.55M Sell
7,435
-285
-4% -$57K 0.35% 84
2021
Q1 		$1.31M Sell
7,720
-80
-1% -$12.9K 0.32% 91
2020
Q4 		$1.26M Sell
7,800
-7,906
-50% -$1.33M 0.3% 89
2020
Q3 		$2.62M Sell
15,706
-1,092
-7% -$159K 0.74% 40
2020
Q2 		$1.87M Sell
16,798
-238
-1% -$23.8K 0.54% 61
2020
Q1 		$1.59M Buy
17,036
+1,659
+11% +$172K 0.54% 56
2019
Q4 		$1.8M Buy
15,377
+445
+3% +$52.7K 0.47% 72
2019
Q3 		$1.79M Sell
14,932
-2,161
-13% -$247K 0.51% 68
2019
Q2 		$1.98M Buy
+17,093
New +$1.78M 0.57% 58

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

Patton Albertson Miller Group's UPS Position: Q2 2024 in Review

Patton Albertson Miller Group sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 2,152 shares — an estimated $320K sold.

Patton Albertson Miller Group first reported a position in UPS in Q2 2019 and held it in 20 quarters. The position peaked at $2.62M in Q3 2020. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Patton Albertson Miller Group reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • Patton Albertson Miller Group sold 2,152 United Parcel Service shares in Q2 2024, an estimated $320K.
  • Patton Albertson Miller Group first reported a position in United Parcel Service in Q2 2019 and held it in 20 quarters.
  • Patton Albertson Miller Group's United Parcel Service position peaked at $2.62M in Q3 2020.
  • 2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Patton Albertson Miller Group's 13F filing for Q2 2024, filed 2 Aug 2024.