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Weiss Multi-Strategy Advisers’s United Parcel Service UPS Stock Holding History

Weiss Multi-Strategy 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
Q3 		– Sell
-65,000
Closed -$11.7M – 737
2023
Q2 		$11.7M Buy
+65,000
New +$11.5M 0.24% 114

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Weiss Multi-Strategy Advisers's UPS Position: Q4 2023 in Review

Weiss Multi-Strategy Advisers sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 43,973 shares — an estimated $6.85M sold.

Weiss Multi-Strategy Advisers first reported a position in UPS in Q2 2013 and held it in 24 quarters. The position peaked at $21.2M in Q2 2017. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • Weiss Multi-Strategy Advisers reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 43,973 United Parcel Service shares in Q4 2023, an estimated $6.85M.
  • Weiss Multi-Strategy Advisers first reported a position in United Parcel Service in Q2 2013 and held it in 24 quarters.
  • Weiss Multi-Strategy Advisers's United Parcel Service position peaked at $21.2M in Q2 2017.
  • 2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q4 2023, filed 14 Feb 2024.