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Axiom Advisory’s United Parcel Service UPS Stock Holding History

Axiom Advisory’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 		$733K Sell
5,589
-1,137
-17% -$149K 0.01% 188
2024
Q2 		$963K Buy
+6,726
New +$963K 0.01% 156

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

Axiom Advisory's UPS Position: Q3 2024 in Review

Axiom Advisory reduced its United Parcel Service (UPS) stake by 17% in Q3 2024, selling an estimated $149K and leaving 5,589 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #188.

Axiom Advisory first reported a position in UPS in Q2 2024 and has held it in 2 quarters since. The position peaked at $963K in Q2 2024. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Axiom Advisory held 5,589 shares of United Parcel Service worth $733K as of Q3 2024.
  • Axiom Advisory sold 1,137 United Parcel Service shares in Q3 2024, an estimated $149K.
  • United Parcel Service made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #188 holding.
  • Axiom Advisory first reported a position in United Parcel Service in Q2 2024 and has held it in 2 quarters since.
  • Axiom Advisory's United Parcel Service position peaked at $963K in Q2 2024.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.