ACP
UPS icon

Aveo Capital Partners’s United Parcel Service UPS Stock Holding History

Aveo Capital 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
Q1 		– Sell
-1,384
Closed -$218K – 389
2023
Q4 		$218K Buy
+1,384
New +$209K 0.03% 314
2023
Q3 		– Sell
-1,231
Closed -$221K – 356
2023
Q2 		$221K Sell
1,231
-92
-7% -$16.3K 0.03% 314
2023
Q1 		$257K Sell
1,323
-5
-0.4% -$917 0.03% 287
2022
Q4 		$231K Buy
+1,328
New +$230K 0.03% 293
2022
Q3 		– Sell
-1,241
Closed -$227K – 297
2022
Q2 		$227K Sell
1,241
-45
-3% -$8.21K 0.04% 246
2022
Q1 		$276K Buy
1,286
+72
+6% +$15.3K 0.05% 228
2021
Q4 		$260K Buy
+1,214
New +$247K 0.05% 242
2018
Q1 		– Sell
-10,398
Closed -$1.24M – 157
2017
Q4 		$1.24M Buy
10,398
+4
+0% +$470 0.41% 40
2017
Q3 		$1.25M Hold
10,394
– – 0.43% 39
2017
Q2 		$1.15M Buy
+10,394
New +$1.11M 0.4% 42
2017
Q1 		– Sell
-10,932
Closed -$1.25M – 226
2016
Q4 		$1.25M Buy
+10,932
New +$1.23M 0.36% 51

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

Aveo Capital Partners's UPS Position: Q1 2024 in Review

Aveo Capital Partners sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,384 shares — an estimated $218K sold.

Aveo Capital Partners first reported a position in UPS in Q4 2016 and held it in 11 quarters. The position peaked at $1.25M in Q4 2016. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Aveo Capital Partners reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 1,384 United Parcel Service shares in Q1 2024, an estimated $218K.
  • Aveo Capital Partners first reported a position in United Parcel Service in Q4 2016 and held it in 11 quarters.
  • Aveo Capital Partners's United Parcel Service position peaked at $1.25M in Q4 2016.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Aveo Capital Partners's 13F filing for Q1 2024, filed 6 May 2024.