Benedetti & Gucer’s United Parcel Service UPS Stock Holding History

Benedetti & Gucer’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
2023 Q4	–	Sell	-12,546	Closed	-$1.96M	–	149
2023 Q3	$1.96M	Sell	12,546 -35	-0.3%	-$6.04K	1.07%	20
2023 Q2	$2.25M	Buy	12,581 +66	+0.5%	+$11.7K	1.16%	17
2023 Q1	$2.43M	Sell	12,515 -16	-0.1%	-$2.94K	1.39%	13
2022 Q4	$2.18M	Buy	12,531 +1	+0%	+$173	1.59%	11
2022 Q3	$2.02M	Hold	12,530	–	–	1.59%	13
2022 Q2	$2.29M	Buy	12,530 +122	+1%	+$22.3K	1.55%	18
2022 Q1	$2.66M	Sell	12,408 -369	-3%	-$78.4K	1.78%	13
2021 Q4	$2.74M	Sell	12,777 -20	-0.2%	-$4.07K	1.86%	10
2021 Q3	$2.33M	Sell	12,797 -14	-0.1%	-$2.76K	1.77%	11
2021 Q2	$2.66M	Buy	12,811 +97	+0.8%	+$19.4K	2.39%	5
2021 Q1	$2.16M	Buy	+12,714	New	+$2.06M	1.99%	7

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

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

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

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

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

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

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

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

Benedetti & Gucer's UPS Position: Q4 2023 in Review

Benedetti & Gucer sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 12,546 shares — an estimated $1.96M sold.

Benedetti & Gucer first reported a position in UPS in Q1 2021 and held it in 11 quarters. The position peaked at $2.74M in Q4 2021. 2,259 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

Benedetti & Gucer reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
Benedetti & Gucer sold 12,546 United Parcel Service shares in Q4 2023, an estimated $1.96M.
Benedetti & Gucer first reported a position in United Parcel Service in Q1 2021 and held it in 11 quarters.
Benedetti & Gucer's United Parcel Service position peaked at $2.74M in Q4 2021.
2,259 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Benedetti & Gucer's 13F filing for Q4 2023, filed 12 Feb 2024.