Aigen Investment Management’s United Parcel Service UPS Stock Holding History

Aigen Investment 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
2025 Q3	–	Sell	-18,500	Closed	-$1.87M	–	1105
2025 Q2	$1.87M	Buy	+18,500	New	+$1.82M	0.26%	107
2025 Q1	–	Sell	-27,224	Closed	-$3.43M	–	1048
2024 Q4	$3.43M	Buy	27,224 +18,027	+196%	+$2.37M	0.61%	23
2024 Q3	$1.25M	Buy	9,197 +4,924	+115%	+$646K	0.25%	103
2024 Q2	$585K	Buy	+4,273	New	+$612K	0.11%	259
2023 Q4	–	Sell	-13,095	Closed	-$2.04M	–	1104
2023 Q3	$2.04M	Buy	+13,095	New	+$2.26M	0.38%	37
2022 Q2	–	Sell	-19,519	Closed	-$4.19M	–	734
2022 Q1	$4.19M	Sell	19,519 -8,790	-31%	-$1.87M	0.72%	24
2021 Q4	$5.95M	Buy	+28,309	New	+$5.76M	0.36%	55
2021 Q1	–	Sell	-16,592	Closed	-$2.79M	–	897
2020 Q4	$2.79M	Buy	16,592 +9,310	+128%	+$1.57M	0.36%	62
2020 Q3	$1.21M	Buy	+7,282	New	+$1.06M	0.15%	214

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aigen Investment Management's UPS Position: Q3 2025 in Review

Aigen Investment Management sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 18,500 shares — an estimated $1.87M sold.

Aigen Investment Management first reported a position in UPS in Q3 2020 and held it in 9 quarters. The position peaked at $5.95M in Q4 2021. 1,947 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

Aigen Investment Management reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
Aigen Investment Management sold 18,500 United Parcel Service shares in Q3 2025, an estimated $1.87M.
Aigen Investment Management first reported a position in United Parcel Service in Q3 2020 and held it in 9 quarters.
Aigen Investment Management's United Parcel Service position peaked at $5.95M in Q4 2021.
1,947 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Aigen Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.