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Trail Ridge Investment Advisors’s United Parcel Service UPS Stock Holding History

Trail Ridge 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
2023
Q3 		– Sell
-6,200
Closed -$1.11M – 113
2023
Q2 		$1.11M Hold
6,200
– – 0.69% 46
2023
Q1 		$1.2M Hold
6,200
– – 0.78% 44
2022
Q4 		$1.08M Sell
6,200
-238
-4% -$41.2K 0.74% 45
2022
Q3 		$1.15M Sell
6,438
-1
-0% -$189 0.76% 45
2022
Q2 		$1.18M Sell
6,439
-185
-3% -$33.7K 0.8% 41
2022
Q1 		$1.42M Hold
6,624
– – 0.87% 35
2021
Q4 		$1.42M Buy
+6,624
New +$1.35M 0.85% 37

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Trail Ridge Investment Advisors's UPS Position: Q3 2023 in Review

Trail Ridge Investment Advisors sold out of United Parcel Service (UPS) in Q3 2023, closing a stake of 6,200 shares — an estimated $1.11M sold.

Trail Ridge Investment Advisors first reported a position in UPS in Q4 2021 and held it in 7 quarters. The position peaked at $1.42M in Q1 2022. 2,199 funds tracked by Wall St. Rank hold UPS as of Q3 2023.

  • Trail Ridge Investment Advisors reported no remaining United Parcel Service position as of Q3 2023 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 6,200 United Parcel Service shares in Q3 2023, an estimated $1.11M.
  • Trail Ridge Investment Advisors first reported a position in United Parcel Service in Q4 2021 and held it in 7 quarters.
  • Trail Ridge Investment Advisors's United Parcel Service position peaked at $1.42M in Q1 2022.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2023.

Based on Trail Ridge Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.