9WM
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9258 Wealth Management’s United Parcel Service UPS Stock Holding History

9258 Wealth Management’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
Q3 		$8.36M Sell
61,330
-1,072
-2% -$141K 1.24% 18
2024
Q2 		$8.54M Sell
62,402
-592
-0.9% -$84.8K 1.31% 17
2024
Q1 		$9.36M Sell
62,994
-594
-0.9% -$90.3K 1.46% 17
2023
Q4 		$10M Sell
63,588
-845
-1% -$128K 1.76% 15
2023
Q3 		$10M Sell
64,433
-613
-0.9% -$106K 1.95% 13
2023
Q2 		$11.7M Buy
65,046
+7
+0% +$1.24K 2.19% 11
2023
Q1 		$12.6M Buy
65,039
+92
+0.1% +$16.9K 2.55% 8
2022
Q4 		$11.3M Buy
64,947
+28
+0% +$4.85K 2.44% 7
2022
Q3 		$10.5M Buy
64,919
+108
+0.2% +$20.4K 2.68% 5
2022
Q2 		$11.8M Sell
64,811
-430
-0.7% -$78.4K 3.03% 4
2022
Q1 		$14M Sell
65,241
-826
-1% -$176K 3.25% 5
2021
Q4 		$14.2M Buy
66,067
+185
+0.3% +$37.6K 3.25% 5
2021
Q3 		$12M Sell
65,882
-275
-0.4% -$54.3K 3.2% 5
2021
Q2 		$13.8M Sell
66,157
-243
-0.4% -$48.6K 3.7% 4
2021
Q1 		$11.3M Buy
66,400
+368
+0.6% +$59.5K 3.39% 4
2020
Q4 		$11.1M Sell
66,032
-82
-0.1% -$13.8K 3.62% 3
2020
Q3 		$10.4M Sell
66,114
-5,086
-7% -$740K 3.92% 3
2020
Q2 		$7.92M Sell
71,200
-1,777
-2% -$177K 3.21% 3
2020
Q1 		$7.48M Buy
72,977
+18,272
+33% +$1.89M 3.29% 3
2019
Q4 		$6.4M Buy
54,705
+35,095
+179% +$4.15M 2.35% 4
2019
Q3 		$2.35M Buy
19,610
+14,053
+253% +$1.61M 1.83% 7
2019
Q2 		$574K Sell
5,557
-94
-2% -$9.78K 0.46% 73
2019
Q1 		$631K Buy
5,651
+202
+4% +$21.4K 0.54% 65
2018
Q4 		$531K Buy
+5,449
New +$591K 0.51% 66

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

9258 Wealth Management's UPS Position: Q3 2024 in Review

9258 Wealth Management reduced its United Parcel Service (UPS) stake by 1.7% in Q3 2024, selling an estimated $141K and leaving 61,330 shares worth $8.36M. The position accounts for 1.24% of the portfolio, ranked #18.

9258 Wealth Management first reported a position in UPS in Q4 2018 and has held it in 24 quarters since. The position peaked at $14.2M in Q4 2021. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • 9258 Wealth Management held 61,330 shares of United Parcel Service worth $8.36M as of Q3 2024.
  • 9258 Wealth Management sold 1,072 United Parcel Service shares in Q3 2024, an estimated $141K.
  • United Parcel Service made up 1.24% of 9258 Wealth Management's portfolio in Q3 2024, its #18 holding.
  • 9258 Wealth Management first reported a position in United Parcel Service in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's United Parcel Service position peaked at $14.2M in Q4 2021.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.