APF
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Alaska Permanent Fund’s United Parcel Service UPS Stock Holding History

Alaska Permanent Fund’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
Q1 		– Sell
-1,583
Closed -$249K – 497
2023
Q4 		$249K Sell
1,583
-2,429
-61% -$367K ﹤0.01% 422
2023
Q3 		$625K Sell
4,012
-843
-17% -$146K 0.01% 356
2023
Q2 		$870K Buy
+4,855
New +$862K 0.02% 336
2022
Q4 		$14K Sell
82
-46
-36% -$7.96K ﹤0.01% 380
2022
Q3 		$21K Buy
+128
New +$24.2K ﹤0.01% 373

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alaska Permanent Fund's UPS Position: Q1 2024 in Review

Alaska Permanent Fund sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,583 shares — an estimated $249K sold.

Alaska Permanent Fund first reported a position in UPS in Q3 2022 and held it in 5 quarters. The position peaked at $870K in Q2 2023. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Alaska Permanent Fund reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Alaska Permanent Fund sold 1,583 United Parcel Service shares in Q1 2024, an estimated $249K.
  • Alaska Permanent Fund first reported a position in United Parcel Service in Q3 2022 and held it in 5 quarters.
  • Alaska Permanent Fund's United Parcel Service position peaked at $870K in Q2 2023.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Alaska Permanent Fund's 13F filing for Q1 2024, filed 9 Apr 2024.