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Alpha Financial Partners’s United Parcel Service UPS Stock Holding History

Alpha Financial Partners’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
Q3 		– Sell
-2,039
Closed -$279K – 153
2024
Q2 		$279K Buy
2,039
+158
+8% +$22.6K 0.24% 49
2024
Q1 		$280K Buy
1,881
+89
+5% +$13.5K 0.25% 49
2023
Q4 		$282K Buy
1,792
+202
+13% +$30.5K 0.28% 47
2023
Q3 		$248K Sell
1,590
-608
-28% -$105K 0.29% 65
2023
Q2 		$394K Buy
2,198
+53
+2% +$9.41K 0.42% 46
2023
Q1 		$416K Buy
2,145
+139
+7% +$25.5K 0.47% 41
2022
Q4 		$349K Buy
+2,006
New +$347K 0.42% 47

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Alpha Financial Partners's UPS Position: Q3 2024 in Review

Alpha Financial Partners sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 2,039 shares — an estimated $279K sold.

Alpha Financial Partners first reported a position in UPS in Q4 2022 and held it in 7 quarters. The position peaked at $416K in Q1 2023. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Alpha Financial Partners reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 2,039 United Parcel Service shares in Q3 2024, an estimated $279K.
  • Alpha Financial Partners first reported a position in United Parcel Service in Q4 2022 and held it in 7 quarters.
  • Alpha Financial Partners's United Parcel Service position peaked at $416K in Q1 2023.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Alpha Financial Partners's 13F filing for Q3 2024, filed 24 Oct 2024.