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Avity Investment Management’s United Parcel Service UPS Stock Holding History

Avity 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
-1,504
Closed -$205K – 117
2024
Q3 		$205K Hold
1,504
– – 0.02% 108
2024
Q2 		$206K Hold
1,504
– – 0.02% 105
2024
Q1 		$224K Hold
1,504
– – 0.02% 104
2023
Q4 		$236K Hold
1,504
– – 0.02% 96
2023
Q3 		$234K Sell
1,504
-150
-9% -$25.9K 0.02% 78
2023
Q2 		$296K Sell
1,654
-195
-11% -$34.6K 0.03% 73
2023
Q1 		$359K Buy
+1,849
New +$339K 0.03% 69
2022
Q3 		– Sell
-1,116
Closed -$204K – 87
2022
Q2 		$204K Sell
1,116
-15
-1% -$2.74K 0.02% 83
2022
Q1 		$243K Sell
1,131
-49
-4% -$10.4K 0.02% 82
2021
Q4 		$253K Sell
1,180
-295
-20% -$60K 0.02% 79
2021
Q3 		$269K Sell
1,475
-400
-21% -$79K 0.02% 74
2021
Q2 		$390K Sell
1,875
-50
-3% -$10K 0.03% 64
2021
Q1 		$327K Buy
1,925
+700
+57% +$113K 0.03% 68
2020
Q4 		$206K Sell
1,225
-250
-17% -$42.2K 0.02% 81
2020
Q3 		$246K Sell
1,475
-725
-33% -$106K 0.03% 62
2020
Q2 		$245K Buy
+2,200
New +$220K 0.03% 61

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

Avity Investment Management's UPS Position: Q4 2024 in Review

Avity Investment Management sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,504 shares — an estimated $205K sold.

Avity Investment Management first reported a position in UPS in Q2 2020 and held it in 16 quarters. The position peaked at $390K in Q2 2021. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Avity Investment Management reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Avity Investment Management sold 1,504 United Parcel Service shares in Q4 2024, an estimated $205K.
  • Avity Investment Management first reported a position in United Parcel Service in Q2 2020 and held it in 16 quarters.
  • Avity Investment Management's United Parcel Service position peaked at $390K in Q2 2021.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Avity Investment Management's 13F filing for Q4 2024, filed 14 Jan 2025.