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Alpha DNA Investment Management’s United Parcel Service UPS Stock Holding History

Alpha DNA 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
2024
Q4 		– Sell
-7,286
Closed -$993K – 256
2024
Q3 		$993K Buy
7,286
+217
+3% +$28.5K 0.37% 55
2024
Q2 		$967K Buy
7,069
+449
+7% +$64.3K 0.38% 53
2024
Q1 		$984K Buy
6,620
+124
+2% +$18.8K 0.36% 50
2023
Q4 		$1.02M Buy
6,496
+457
+8% +$69.1K 0.4% 43
2023
Q3 		$941K Buy
6,039
+26
+0.4% +$4.49K 0.39% 52
2023
Q2 		$1.08M Buy
6,013
+417
+7% +$74K 0.36% 58
2023
Q1 		$1.09M Sell
5,596
-123
-2% -$22.6K 0.32% 82
2022
Q4 		$994K Sell
5,719
-904
-14% -$156K 0.35% 130
2022
Q3 		$1.07M Buy
+6,623
New +$1.25M 0.89% 32
2021
Q2 		– Sell
-25
Closed -$4K – 625
2021
Q1 		$4K Sell
25
-30
-55% -$4.85K ﹤0.01% 426
2020
Q4 		$9K Buy
+55
New +$9.28K 0.01% 310

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Alpha DNA Investment Management's UPS Position: Q4 2024 in Review

Alpha DNA Investment Management sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 7,286 shares — an estimated $993K sold.

Alpha DNA Investment Management first reported a position in UPS in Q4 2020 and held it in 11 quarters. The position peaked at $1.09M in Q1 2023. 2,292 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Alpha DNA Investment Management reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Alpha DNA Investment Management sold 7,286 United Parcel Service shares in Q4 2024, an estimated $993K.
  • Alpha DNA Investment Management first reported a position in United Parcel Service in Q4 2020 and held it in 11 quarters.
  • Alpha DNA Investment Management's United Parcel Service position peaked at $1.09M in Q1 2023.
  • 2,292 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Alpha DNA Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.