Beaton Management Company’s United Parcel Service UPS Stock Holding History

Beaton Management Company’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
2025 Q1	–	Sell	-1,974	Closed	-$249K	–	142
2024 Q4	$249K	Sell	1,974 -300	-13%	-$39.5K	0.13%	122
2024 Q3	$310K	Hold	2,274	–	–	0.16%	109
2024 Q2	$311K	Buy	2,274 +7	+0.3%	+$1K	0.17%	106
2024 Q1	$337K	Hold	2,267	–	–	0.18%	105
2023 Q4	$356K	Buy	2,267 +200	+10%	+$30.2K	0.21%	100
2023 Q3	$322K	Buy	2,067 +24	+1%	+$4.14K	0.21%	97
2023 Q2	$366K	Hold	2,043	–	–	0.23%	93
2023 Q1	$396K	Hold	2,043	–	–	0.27%	87
2022 Q4	$355K	Hold	2,043	–	–	0.24%	96
2022 Q3	$330K	Hold	2,043	–	–	0.25%	95
2022 Q2	$373K	Hold	2,043	–	–	0.26%	90
2022 Q1	$438K	Sell	2,043 -35	-2%	-$7.44K	0.27%	86
2021 Q4	$445K	Hold	2,078	–	–	0.27%	92
2021 Q3	$378K	Hold	2,078	–	–	0.25%	93
2021 Q2	$432K	Hold	2,078	–	–	0.27%	91
2021 Q1	$353K	Sell	2,078 -125	-6%	-$20.2K	0.24%	92
2020 Q4	$371K	Buy	2,203 +500	+29%	+$84.4K	0.27%	87
2020 Q3	$284K	Buy	+1,703	New	+$248K	0.23%	93

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beaton Management Company's UPS Position: Q1 2025 in Review

Beaton Management Company sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,974 shares — an estimated $249K sold.

Beaton Management Company first reported a position in UPS in Q3 2020 and held it in 18 quarters. The position peaked at $445K in Q4 2021. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Beaton Management Company reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Beaton Management Company sold 1,974 United Parcel Service shares in Q1 2025, an estimated $249K.
Beaton Management Company first reported a position in United Parcel Service in Q3 2020 and held it in 18 quarters.
Beaton Management Company's United Parcel Service position peaked at $445K in Q4 2021.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Beaton Management Company's 13F filing for Q1 2025, filed 25 Apr 2025.