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AXS Investments’s United Parcel Service UPS Stock Holding History

AXS Investments’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 		– Sell
-3,736
Closed -$511K – 251
2024
Q2 		$511K Buy
+3,736
New +$535K 0.14% 198
2024
Q1 		– Sell
-3,442
Closed -$541K – 418
2023
Q4 		$541K Buy
3,442
+4
+0.1% +$605 0.13% 215
2023
Q3 		$536K Sell
3,438
-135
-4% -$23.3K 0.14% 209
2023
Q2 		$640K Sell
3,573
-134
-4% -$23.8K 0.17% 188
2023
Q1 		$719K Sell
3,707
-115
-3% -$21.1K 0.24% 146
2022
Q4 		$664K Sell
3,822
-5,817
-60% -$1.01M 0.24% 144
2022
Q3 		$1.56M Sell
9,639
-492
-5% -$93.2K 0.61% 36
2022
Q2 		$1.85M Buy
10,131
+3,024
+43% +$552K 0.66% 33
2022
Q1 		$1.52M Sell
7,107
-9,127
-56% -$1.94M 0.61% 45
2021
Q4 		$3.48M Buy
+16,234
New +$3.3M 0.82% 39
2021
Q3 		– Sell
-7,523
Closed -$1.56M – 213
2021
Q2 		$1.56M Buy
7,523
+348
+5% +$69.6K 0.48% 57
2021
Q1 		$1.22M Buy
+7,175
New +$1.16M 0.43% 58

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

AXS Investments's UPS Position: Q3 2024 in Review

AXS Investments sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 3,736 shares — an estimated $511K sold.

AXS Investments first reported a position in UPS in Q1 2021 and held it in 12 quarters. The position peaked at $3.48M in Q4 2021. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • AXS Investments reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
  • AXS Investments sold 3,736 United Parcel Service shares in Q3 2024, an estimated $511K.
  • AXS Investments first reported a position in United Parcel Service in Q1 2021 and held it in 12 quarters.
  • AXS Investments's United Parcel Service position peaked at $3.48M in Q4 2021.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on AXS Investments's 13F filing for Q3 2024, filed 13 Nov 2024.