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AIM
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
Shares
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
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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