AW
UPS icon

Alaethes Wealth’s United Parcel Service UPS Stock Holding History

Alaethes Wealth’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
Q2 		– Sell
-8,402
Closed -$1.25M – 114
2024
Q1 		$1.25M Buy
8,402
+298
+4% +$45.3K 0.55% 75
2023
Q4 		$1.27M Buy
8,104
+288
+4% +$43.5K 0.6% 69
2023
Q3 		$1.22M Buy
7,816
+587
+8% +$101K 0.67% 65
2023
Q2 		$1.3M Buy
7,229
+185
+3% +$32.8K 0.71% 56
2023
Q1 		$1.37M Buy
7,044
+186
+3% +$34.1K 0.8% 48
2022
Q4 		$1.19M Buy
6,858
+157
+2% +$27.2K 0.82% 53
2022
Q3 		$1.08M Buy
6,701
+246
+4% +$46.6K 0.8% 45
2022
Q2 		$1.18M Buy
6,455
+356
+6% +$64.9K 0.87% 37
2022
Q1 		$1.31M Buy
6,099
+124
+2% +$26.3K 0.83% 42
2021
Q4 		$1.28M Buy
5,975
+166
+3% +$33.8K 0.81% 45
2021
Q3 		$1.06M Buy
5,809
+612
+12% +$121K 0.77% 49
2021
Q2 		$1.08M Sell
5,197
-5
-0.1% -$1K 0.83% 43
2021
Q1 		$884K Buy
+5,202
New +$841K 0.82% 44

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alaethes Wealth's UPS Position: Q2 2024 in Review

Alaethes Wealth sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 8,402 shares — an estimated $1.25M sold.

Alaethes Wealth first reported a position in UPS in Q1 2021 and held it in 13 quarters. The position peaked at $1.37M in Q1 2023. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Alaethes Wealth reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • Alaethes Wealth sold 8,402 United Parcel Service shares in Q2 2024, an estimated $1.25M.
  • Alaethes Wealth first reported a position in United Parcel Service in Q1 2021 and held it in 13 quarters.
  • Alaethes Wealth's United Parcel Service position peaked at $1.37M in Q1 2023.
  • 2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Alaethes Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.