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BlueChip Wealth Advisors’s United Parcel Service UPS Stock Holding History

BlueChip Wealth 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
Q4 		– Sell
-9,250
Closed -$1.26M – 161
2024
Q3 		$1.26M Hold
9,250
– – 0.66% 34
2024
Q2 		$1.27M Buy
+9,250
New +$1.32M 0.75% 31
2024
Q1 		– Sell
-9,250
Closed -$1.45M – 131
2023
Q4 		$1.45M Buy
+9,250
New +$1.4M 1.02% 23

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

BlueChip Wealth Advisors's UPS Position: Q4 2024 in Review

BlueChip Wealth Advisors sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 9,250 shares — an estimated $1.26M sold.

BlueChip Wealth Advisors first reported a position in UPS in Q4 2023 and held it in 3 quarters. The position peaked at $1.45M in Q4 2023. 2,290 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • BlueChip Wealth Advisors reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • BlueChip Wealth Advisors sold 9,250 United Parcel Service shares in Q4 2024, an estimated $1.26M.
  • BlueChip Wealth Advisors first reported a position in United Parcel Service in Q4 2023 and held it in 3 quarters.
  • BlueChip Wealth Advisors's United Parcel Service position peaked at $1.45M in Q4 2023.
  • 2,290 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on BlueChip Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.