Advisory Services & Investments’s United Parcel Service UPS Stock Holding History

Advisory Services & Investments’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	$1.95M	Hold	14,339	–	–	1.33%	15
2024 Q2	$1.96M	Hold	14,339	–	–	1.36%	15
2024 Q1	$2.13M	Hold	14,339	–	–	1.47%	14
2023 Q4	$2.25M	Hold	14,339	–	–	1.66%	14
2023 Q3	$2.24M	Hold	14,339	–	–	1.97%	14
2023 Q2	$2.57M	Sell	14,339 -67	-0.5%	-$11.9K	2.12%	13
2023 Q1	$2.79M	Buy	14,406 +67	+0.5%	+$12.3K	2.54%	13
2022 Q4	$2.49M	Sell	14,339 -66	-0.5%	-$11.4K	2.48%	13
2022 Q3	$2.33M	Buy	14,405 +28	+0.2%	+$5.3K	2.46%	12
2022 Q2	$2.62M	Sell	14,377 -5	-0%	-$912	2.51%	12
2022 Q1	$3.08M	Buy	14,382 +40	+0.3%	+$8.5K	2.5%	13
2021 Q4	$3.07M	Hold	14,342	–	–	1.97%	14
2021 Q3	$2.61M	Buy	+14,342	New	+$2.83M	1.71%	17

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Advisory Services & Investments's UPS Position: Q3 2024 in Review

Advisory Services & Investments held its United Parcel Service (UPS) position steady in Q3 2024 at 14,339 shares worth $1.95M. The position accounts for 1.33% of the portfolio, ranked #15.

Advisory Services & Investments first reported a position in UPS in Q3 2021 and has held it in 13 quarters since. The position peaked at $3.08M in Q1 2022. 2,163 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

Advisory Services & Investments held 14,339 shares of United Parcel Service worth $1.95M as of Q3 2024.
Advisory Services & Investments left its United Parcel Service share count unchanged in Q3 2024.
United Parcel Service made up 1.33% of Advisory Services & Investments's portfolio in Q3 2024, its #15 holding.
Advisory Services & Investments first reported a position in United Parcel Service in Q3 2021 and has held it in 13 quarters since.
Advisory Services & Investments's United Parcel Service position peaked at $3.08M in Q1 2022.
2,163 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Advisory Services & Investments's 13F filing for Q3 2024, filed 12 Nov 2024.