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Beaumont Financial Advisors’s United Parcel Service UPS Stock Holding History

Beaumont Financial Advisors’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
-25,686
Closed -$3.52M – 377
2024
Q2 		$3.52M Buy
25,686
+24,238
+1,674% +$3.47M 0.28% 61
2024
Q1 		$215K Buy
+1,448
New +$220K 0.02% 338
2023
Q3 		– Sell
-1,678
Closed -$301K – 353
2023
Q2 		$301K Buy
1,678
+55
+3% +$9.77K 0.03% 266
2023
Q1 		$315K Buy
1,623
+20
+1% +$3.67K 0.03% 239
2022
Q4 		$279K Sell
1,603
-1,496
-48% -$259K 0.03% 264
2022
Q3 		$501K Sell
3,099
-4
-0.1% -$757 0.05% 170
2022
Q2 		$567K Buy
3,103
+38
+1% +$6.93K 0.05% 166
2022
Q1 		$657K Buy
3,065
+924
+43% +$196K 0.05% 184
2021
Q4 		$459K Sell
2,141
-500
-19% -$102K 0.03% 225
2021
Q3 		$481K Buy
2,641
+2
+0.1% +$395 0.04% 206
2021
Q2 		$549K Buy
2,639
+264
+11% +$52.8K 0.04% 200
2021
Q1 		$404K Sell
2,375
-8
-0.3% -$1.29K 0.03% 223
2020
Q4 		$401K Buy
2,383
+168
+8% +$28.4K 0.04% 226
2020
Q3 		$369K Buy
2,215
+221
+11% +$32.2K 0.04% 228
2020
Q2 		$222K Sell
1,994
-191
-9% -$19.1K 0.02% 259
2020
Q1 		$204K Sell
2,185
-197
-8% -$20.4K 0.03% 223
2019
Q4 		$279K Buy
2,382
+44
+2% +$5.21K 0.03% 234
2019
Q3 		$280K Buy
2,338
+231
+11% +$26.4K 0.03% 225
2019
Q2 		$218K Buy
2,107
+226
+12% +$23.5K 0.02% 230
2019
Q1 		$210K Buy
+1,881
New +$199K 0.02% 217
2018
Q4 		– Sell
-1,831
Closed -$214K – 238
2018
Q3 		$214K Buy
+1,831
New +$215K 0.02% 212
2018
Q2 		– Sell
-1,931
Closed -$202K – 227
2018
Q1 		$202K Sell
1,931
-1,680
-47% -$194K 0.02% 195
2017
Q4 		$430K Sell
3,611
-98
-3% -$11.5K 0.05% 130
2017
Q3 		$445K Sell
3,709
-99
-3% -$11.3K 0.06% 123
2017
Q2 		$421K Sell
3,808
-203
-5% -$21.7K 0.05% 126
2017
Q1 		$430K Buy
+4,011
New +$438K 0.06% 127

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

Beaumont Financial Advisors's UPS Position: Q3 2024 in Review

Beaumont Financial Advisors sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 25,686 shares — an estimated $3.52M sold.

Beaumont Financial Advisors first reported a position in UPS in Q1 2017 and held it in 26 quarters. The position peaked at $3.52M in Q2 2024. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Beaumont Financial Advisors reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
  • Beaumont Financial Advisors sold 25,686 United Parcel Service shares in Q3 2024, an estimated $3.52M.
  • Beaumont Financial Advisors first reported a position in United Parcel Service in Q1 2017 and held it in 26 quarters.
  • Beaumont Financial Advisors's United Parcel Service position peaked at $3.52M in Q2 2024.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Beaumont Financial Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.