Amica Retiree Medical Trust’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,837
| Closed | -$358K | – | 139 |
|
|
2024
Q4 | $358K | Sell |
2,837
-246
| -8% | -$32.4K | 0.34% | 68 |
|
|
2024
Q3 | $420K | Buy |
+3,083
| New | +$405K | 0.35% | 69 |
|
|
2023
Q3 | $1.08M | Buy |
6,926
+1,883
| +37% | +$325K | 1.27% | 25 |
|
|
2023
Q2 | $904K | Sell |
5,043
-322
| -6% | -$57.2K | 1.01% | 35 |
|
|
2023
Q1 | $1.04M | Buy |
5,365
+1,401
| +35% | +$257K | 1.1% | 29 |
|
|
2022
Q4 | $689K | Hold |
3,964
| – | – | 0.88% | 39 |
|
|
2022
Q3 | $640K | Sell |
3,964
-977
| -20% | -$185K | 0.8% | 43 |
|
|
2022
Q2 | $902K | Buy |
4,941
+606
| +14% | +$111K | 1.02% | 33 |
|
|
2022
Q1 | $930K | Sell |
4,335
-2,972
| -41% | -$632K | 0.87% | 35 |
|
|
2021
Q4 | $1.57M | Hold |
7,307
| – | – | 1.33% | 18 |
|
|
2021
Q3 | $1.33M | Sell |
7,307
-1,267
| -15% | -$250K | 1.2% | 21 |
|
|
2021
Q2 | $1.78M | Buy |
8,574
+2,325
| +37% | +$465K | 1.13% | 22 |
|
|
2021
Q1 | $1.06M | Buy |
6,249
+2,088
| +50% | +$338K | 0.72% | 41 |
|
|
2020
Q4 | $701K | Hold |
4,161
| – | – | 0.49% | 68 |
|
|
2020
Q3 | $693K | Hold |
4,161
| – | – | 0.54% | 56 |
|
|
2020
Q2 | $463K | Hold |
4,161
| – | – | 0.37% | 86 |
|
|
2020
Q1 | $389K | Buy |
+4,161
| New | +$431K | 0.35% | 89 |
|
|
2019
Q3 | – | Sell |
-2,965
| Closed | -$306K | – | 394 |
|
|
2019
Q2 | $306K | Sell |
2,965
-246
| -8% | -$25.6K | 0.25% | 108 |
|
|
2019
Q1 | $359K | Hold |
3,211
| – | – | 0.32% | 90 |
|
|
2018
Q4 | $313K | Hold |
3,211
| – | – | 0.3% | 101 |
|
|
2018
Q3 | $375K | Hold |
3,211
| – | – | 0.31% | 101 |
|
|
2018
Q2 | $341K | Hold |
3,211
| – | – | 0.3% | 104 |
|
|
2018
Q1 | $336K | Buy |
3,211
+690
| +27% | +$79.8K | 0.29% | 112 |
|
|
2017
Q4 | $300K | Hold |
2,521
| – | – | 0.23% | 135 |
|
|
2017
Q3 | $303K | Hold |
2,521
| – | – | 0.24% | 126 |
|
|
2017
Q2 | $279K | Hold |
2,521
| – | – | 0.23% | 133 |
|
|
2017
Q1 | $271K | Sell |
2,521
-1,083
| -30% | -$118K | 0.22% | 136 |
|
|
2016
Q4 | $413K | Hold |
3,604
| – | – | 0.33% | 80 |
|
|
2016
Q3 | $394K | Hold |
3,604
| – | – | 0.33% | 84 |
|
|
2016
Q2 | $388K | Sell |
3,604
-2,439
| -40% | -$254K | 0.33% | 83 |
|
|
2016
Q1 | $637K | Hold |
6,043
| – | – | 0.54% | 48 |
|
|
2015
Q4 | $582K | Hold |
6,043
| – | – | 0.5% | 56 |
|
|
2015
Q3 | $596K | Hold |
6,043
| – | – | 0.54% | 53 |
|
|
2015
Q2 | $586K | Hold |
6,043
| – | – | 0.5% | 58 |
|
|
2015
Q1 | $586K | Hold |
6,043
| – | – | 0.49% | 62 |
|
|
2014
Q4 | $672K | Hold |
6,043
| – | – | 0.54% | 49 |
|
|
2014
Q3 | $594K | Hold |
6,043
| – | – | 0.5% | 54 |
|
|
2014
Q2 | $620K | Hold |
6,043
| – | – | 0.51% | 52 |
|
|
2014
Q1 | $588K | Hold |
6,043
| – | – | 0.5% | 56 |
|
|
2013
Q4 | $635K | Buy |
+6,043
| New | +$595K | 0.55% | 47 |
|
Other funds holding UPS
Amica Retiree Medical Trust's UPS Position: Q1 2025 in Review
Amica Retiree Medical Trust sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 2,837 shares — an estimated $358K sold.
Amica Retiree Medical Trust first reported a position in UPS in Q4 2013 and held it in 40 quarters. The position peaked at $1.78M in Q2 2021. 2,199 funds tracked by Wall St. Rank hold UPS as of Q1 2025.
- Amica Retiree Medical Trust reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
- Amica Retiree Medical Trust sold 2,837 United Parcel Service shares in Q1 2025, an estimated $358K.
- Amica Retiree Medical Trust first reported a position in United Parcel Service in Q4 2013 and held it in 40 quarters.
- Amica Retiree Medical Trust's United Parcel Service position peaked at $1.78M in Q2 2021.
- 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.
Based on Amica Retiree Medical Trust's 13F filing for Q1 2025, filed 13 May 2025.