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Bedel Financial Consulting’s United Parcel Service UPS Stock Holding History

Bedel Financial Consulting’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
-1,481
Closed -$202K – 274
2024
Q3 		$202K Buy
+1,481
New +$194K 0.03% 251
2024
Q2 		– Sell
-1,442
Closed -$214K – 259
2024
Q1 		$214K Sell
1,442
-20
-1% -$3.04K 0.03% 236
2023
Q4 		$230K Buy
1,462
+62
+4% +$9.37K 0.04% 219
2023
Q3 		$218K Buy
1,400
+3
+0.2% +$518 0.04% 215
2023
Q2 		$250K Buy
1,397
+3
+0.2% +$533 0.05% 199
2023
Q1 		$270K Sell
1,394
-27
-2% -$4.95K 0.07% 178
2022
Q4 		$247K Hold
1,421
– – 0.06% 187
2022
Q3 		$240K Buy
1,421
+300
+27% +$56.8K 0.06% 183
2022
Q2 		$205K Hold
1,121
– – 0.06% 189
2022
Q1 		$240K Sell
1,121
-60
-5% -$12.7K 0.08% 172
2021
Q4 		$253K Sell
1,181
-24
-2% -$4.88K 0.08% 166
2021
Q3 		$219K Sell
1,205
-111
-8% -$21.9K 0.08% 174
2021
Q2 		$274K Buy
1,316
+203
+18% +$40.6K 0.1% 154
2021
Q1 		$189K Hold
1,113
– – 0.07% 178
2020
Q4 		$187K Buy
1,113
+40
+4% +$6.75K 0.08% 158
2020
Q3 		$179K Sell
1,073
-501
-32% -$72.9K 0.09% 153
2020
Q2 		$175K Sell
1,574
-165
-9% -$16.5K 0.09% 140
2020
Q1 		$162K Buy
1,739
+10
+0.6% +$1.04K 0.11% 138
2019
Q4 		$202K Hold
1,729
– – 0.11% 140
2019
Q3 		$207K Hold
1,729
– – 0.12% 137
2019
Q2 		$179K Hold
1,729
– – 0.11% 149
2019
Q1 		$193K Hold
1,729
– – 0.12% 135
2018
Q4 		$169K Sell
1,729
-94
-5% -$10.2K 0.12% 136
2018
Q3 		$214K Buy
1,823
+50
+3% +$5.88K 0.14% 127
2018
Q2 		$188K Sell
1,773
-17
-0.9% -$1.91K 0.14% 142
2018
Q1 		$187K Hold
1,790
– – 0.14% 140
2017
Q4 		$213K Buy
+1,790
New +$210K 0.19% 123

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bedel Financial Consulting's UPS Position: Q4 2024 in Review

Bedel Financial Consulting sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,481 shares — an estimated $202K sold.

Bedel Financial Consulting first reported a position in UPS in Q4 2017 and held it in 27 quarters. The position peaked at $274K in Q2 2021. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Bedel Financial Consulting reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,481 United Parcel Service shares in Q4 2024, an estimated $202K.
  • Bedel Financial Consulting first reported a position in United Parcel Service in Q4 2017 and held it in 27 quarters.
  • Bedel Financial Consulting's United Parcel Service position peaked at $274K in Q2 2021.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Bedel Financial Consulting's 13F filing for Q4 2024, filed 6 Feb 2025.