Affinity Wealth Management’s United Parcel Service UPS Stock Holding History

Affinity 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 Q4	–	Sell	-6,046	Closed	-$824K	–	109
2024 Q3	$824K	Hold	6,046	–	–	0.15%	49
2024 Q2	$827K	Hold	6,046	–	–	0.15%	47
2024 Q1	$899K	Hold	6,046	–	–	0.17%	47
2023 Q4	$951K	Hold	6,046	–	–	0.2%	47
2023 Q3	$942K	Sell	6,046 -1,074	-15%	-$185K	0.22%	48
2023 Q2	$1.28M	Buy	7,120 +167	+2%	+$29.7K	0.29%	47
2023 Q1	$1.35M	Sell	6,953 -111	-2%	-$20.4K	0.32%	51
2022 Q4	$1.23M	Sell	7,064 -50	-0.7%	-$8.65K	0.29%	45
2022 Q3	$1.15M	Buy	7,114 +30	+0.4%	+$5.68K	0.29%	46
2022 Q2	$1.31M	Buy	7,084 +678	+11%	+$124K	0.3%	46
2022 Q1	$1.22M	Buy	6,406 +904	+16%	+$192K	0.25%	46
2021 Q4	$1.12M	Hold	5,502	–	–	0.23%	54
2021 Q3	$978K	Hold	5,502	–	–	0.19%	58
2021 Q2	$1.17M	Buy	+5,502	New	+$1.1M	0.23%	55

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Affinity Wealth Management's UPS Position: Q4 2024 in Review

Affinity Wealth Management sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 6,046 shares — an estimated $824K sold.

Affinity Wealth Management first reported a position in UPS in Q2 2021 and held it in 14 quarters. The position peaked at $1.35M in Q1 2023. 2,288 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

Affinity Wealth Management reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
Affinity Wealth Management sold 6,046 United Parcel Service shares in Q4 2024, an estimated $824K.
Affinity Wealth Management first reported a position in United Parcel Service in Q2 2021 and held it in 14 quarters.
Affinity Wealth Management's United Parcel Service position peaked at $1.35M in Q1 2023.
2,288 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Affinity Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.