Beach Investment Counsel’s United Parcel Service UPS Stock Holding History

Beach Investment Counsel’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	-174	Closed	-$24K	–	210
2024 Q3	$24K	Hold	174	–	–	﹤0.01%	191
2024 Q2	$24K	Buy	+174	New	+$24.9K	﹤0.01%	199
2022 Q1	–	Sell	-21,876	Closed	-$4.69M	–	176
2021 Q4	$4.69M	Buy	+21,876	New	+$4.45M	0.62%	49
2017 Q1	–	Sell	-119,296	Closed	-$13.7M	–	166
2016 Q4	$13.7M	Buy	+119,296	New	+$13.4M	1.56%	21
2015 Q2	–	Sell	-42,794	Closed	-$4.15M	–	188
2015 Q1	$4.15M	Sell	42,794 -181,890	-81%	-$18.7M	0.38%	48
2014 Q4	$25M	Buy	+224,684	New	+$23.7M	2.08%	14

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beach Investment Counsel's UPS Position: Q4 2024 in Review

Beach Investment Counsel sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 174 shares — an estimated $24K sold.

Beach Investment Counsel first reported a position in UPS in Q4 2014 and held it in 6 quarters. The position peaked at $25M in Q4 2014. 2,288 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

Beach Investment Counsel reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
Beach Investment Counsel sold 174 United Parcel Service shares in Q4 2024, an estimated $24K.
Beach Investment Counsel first reported a position in United Parcel Service in Q4 2014 and held it in 6 quarters.
Beach Investment Counsel's United Parcel Service position peaked at $25M in Q4 2014.
2,288 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.