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Brandywine Oak Private Wealth’s United Parcel Service UPS Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-1,328
Closed -$209K – 241
2023
Q4 		$209K Sell
1,328
-103
-7% -$15.6K 0.02% 221
2023
Q3 		$223K Sell
1,431
-21
-1% -$3.63K 0.03% 216
2023
Q2 		$260K Sell
1,452
-2
-0.1% -$355 0.03% 217
2023
Q1 		$282K Sell
1,454
-27
-2% -$4.95K 0.03% 204
2022
Q4 		$257K Sell
1,481
-68
-4% -$11.8K 0.03% 217
2022
Q3 		$250K Hold
1,549
– – 0.03% 234
2022
Q2 		$282K Hold
1,549
– – 0.04% 258
2022
Q1 		$332K Buy
1,549
+33
+2% +$7.01K 0.04% 242
2021
Q4 		$324K Sell
1,516
-22
-1% -$4.47K 0.04% 244
2021
Q3 		$280K Hold
1,538
– – 0.03% 270
2021
Q2 		$319K Sell
1,538
-151
-9% -$30.2K 0.04% 245
2021
Q1 		$287K Sell
1,689
-386
-19% -$62.4K 0.04% 211
2020
Q4 		$349K Buy
2,075
+353
+20% +$59.6K 0.05% 173
2020
Q3 		$286K Sell
1,722
-137
-7% -$19.9K 0.05% 192
2020
Q2 		$206K Sell
1,859
-1,035
-36% -$103K 0.04% 240
2020
Q1 		$270K Sell
2,894
-1,708
-37% -$177K 0.06% 178
2019
Q4 		$538K Buy
+4,602
New +$545K 0.1% 104
2019
Q1 		– Sell
-897
Closed -$95K – 596
2018
Q4 		$95K Buy
+897
New +$97.2K 0.02% 288

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brandywine Oak Private Wealth's UPS Position: Q1 2024 in Review

Brandywine Oak Private Wealth sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,328 shares — an estimated $209K sold.

Brandywine Oak Private Wealth first reported a position in UPS in Q4 2018 and held it in 18 quarters. The position peaked at $538K in Q4 2019. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Brandywine Oak Private Wealth reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,328 United Parcel Service shares in Q1 2024, an estimated $209K.
  • Brandywine Oak Private Wealth first reported a position in United Parcel Service in Q4 2018 and held it in 18 quarters.
  • Brandywine Oak Private Wealth's United Parcel Service position peaked at $538K in Q4 2019.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2024, filed 7 May 2024.