AWM
UPS icon

Avitas Wealth Management’s United Parcel Service UPS Stock Holding History

Avitas Wealth 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 		$1.31M Sell
10,397
-74
-0.7% -$9.74K 0.18% 119
2024
Q3 		$1.43M Sell
10,471
-42
-0.4% -$5.51K 0.2% 118
2024
Q2 		$1.44M Sell
10,513
-7,754
-42% -$1.11M 0.21% 111
2024
Q1 		$2.72M Sell
18,267
-227
-1% -$34.5K 0.41% 60
2023
Q4 		$2.91M Sell
18,494
-1,530
-8% -$231K 0.49% 53
2023
Q3 		$3.12M Sell
20,024
-445
-2% -$76.8K 0.59% 42
2023
Q2 		$3.67M Sell
20,469
-81
-0.4% -$14.4K 0.66% 41
2023
Q1 		$3.99M Buy
20,550
+818
+4% +$150K 0.78% 32
2022
Q4 		$3.43M Buy
19,732
+2,951
+18% +$511K 0.72% 42
2022
Q3 		$2.71M Buy
16,781
+5,678
+51% +$1.08M 0.62% 46
2022
Q2 		$2.03M Buy
11,103
+96
+0.9% +$17.5K 0.44% 69
2022
Q1 		$2.36M Sell
11,007
-8,208
-43% -$1.74M 0.43% 73
2021
Q4 		$4.12M Buy
19,215
+246
+1% +$50K 0.69% 57
2021
Q3 		$3.45M Sell
18,969
-317
-2% -$62.6K 0.63% 61
2021
Q2 		$4.01M Buy
19,286
+444
+2% +$88.8K 0.71% 48
2021
Q1 		$3.2M Sell
18,842
-1,291
-6% -$209K 0.63% 59
2020
Q4 		$3.39M Sell
20,133
-24
-0.1% -$4.05K 0.69% 43
2020
Q3 		$3.36M Sell
20,157
-149
-0.7% -$21.7K 0.94% 29
2020
Q2 		$2.26M Sell
20,306
-688
-3% -$68.7K 0.75% 45
2020
Q1 		$1.96M Buy
20,994
+1,582
+8% +$164K 0.89% 39
2019
Q4 		$2.27M Buy
19,412
+82
+0.4% +$9.71K 0.58% 78
2019
Q3 		$2.32M Buy
19,330
+216
+1% +$24.7K 0.64% 73
2019
Q2 		$1.97M Sell
19,114
-245
-1% -$25.5K 0.55% 83
2019
Q1 		$2.16M Buy
19,359
+84
+0.4% +$8.91K 0.63% 73
2018
Q4 		$1.88M Buy
19,275
+45
+0.2% +$4.88K 0.62% 73
2018
Q3 		$2.25M Buy
19,230
+336
+2% +$39.5K 0.64% 74
2018
Q2 		$2.01M Buy
+18,894
New +$2.12M 0.63% 78

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avitas Wealth Management's UPS Position: Q4 2024 in Review

Avitas Wealth Management reduced its United Parcel Service (UPS) stake by 0.71% in Q4 2024, selling an estimated $9.74K and leaving 10,397 shares worth $1.31M. The position accounts for 0.18% of the portfolio, ranked #119.

Avitas Wealth Management first reported a position in UPS in Q2 2018 and has held it in 27 quarters since. The position peaked at $4.12M in Q4 2021. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Avitas Wealth Management held 10,397 shares of United Parcel Service worth $1.31M as of Q4 2024.
  • Avitas Wealth Management sold 74 United Parcel Service shares in Q4 2024, an estimated $9.74K.
  • United Parcel Service made up 0.18% of Avitas Wealth Management's portfolio in Q4 2024, its #119 holding.
  • Avitas Wealth Management first reported a position in United Parcel Service in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's United Parcel Service position peaked at $4.12M in Q4 2021.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.