BFM
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Boston Financial Management’s United Parcel Service UPS Stock Holding History

Boston Financial Management’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
Q2 		– Hold
0
– -$743K – 335
2024
Q1 		– Hold
0
– – – 220
2023
Q4 		– Hold
0
– – – 225

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 $1.88B AUM 29.07% 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

Boston Financial Management's UPS Position: Q4 2024 in Review

Boston Financial Management increased its United Parcel Service (UPS) stake by 2.6% in Q4 2024, buying an estimated $20K and bringing the position to 5,978 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #216.

Boston Financial Management first reported a position in UPS in Q2 2013 and has held it in 34 quarters since. The position peaked at $2.83M in Q4 2013. 2,288 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Boston Financial Management held 5,978 shares of United Parcel Service worth $754K as of Q4 2024.
  • Boston Financial Management bought 152 United Parcel Service shares in Q4 2024, an estimated $20K.
  • United Parcel Service made up 0.02% of Boston Financial Management's portfolio in Q4 2024, its #216 holding.
  • Boston Financial Management first reported a position in United Parcel Service in Q2 2013 and has held it in 34 quarters since.
  • Boston Financial Management's United Parcel Service position peaked at $2.83M in Q4 2013.
  • 2,288 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.