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Braun-Bostich & Associates’s United Parcel Service UPS Stock Holding History

Braun-Bostich & Associates’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 		– Sell
-1,634
Closed -$243K – 145
2024
Q1 		$243K Buy
1,634
+12
+0.7% +$1.82K 0.2% 109
2023
Q4 		$255K Buy
+1,622
New +$245K 0.23% 105
2023
Q3 		– Sell
-1,349
Closed -$242K – 104
2023
Q2 		$242K Sell
1,349
-58
-4% -$10.3K 0.52% 64
2023
Q1 		$273K Buy
1,407
+64
+5% +$11.7K 0.65% 53
2022
Q4 		$233K Sell
1,343
-22
-2% -$3.81K 0.67% 52
2022
Q3 		$221K Sell
1,365
-124
-8% -$23.5K 0.68% 52
2022
Q2 		$272K Sell
1,489
-523
-26% -$95.4K 0.71% 50
2022
Q1 		$431K Sell
2,012
-3,490
-63% -$742K 0.93% 34
2021
Q4 		$1.12M Buy
5,502
+3,081
+127% +$627K 0.27% 50
2021
Q3 		$441K Sell
2,421
-8
-0.3% -$1.58K 0.83% 37
2021
Q2 		$505K Sell
2,429
-2
-0.1% -$400 0.92% 31
2021
Q1 		$413K Buy
2,431
+370
+18% +$59.8K 0.79% 35
2020
Q4 		$347K Sell
2,061
-41
-2% -$6.92K 0.7% 35
2020
Q3 		$350K Sell
2,102
-2,154
-51% -$314K 0.35% 40
2020
Q2 		$473K Hold
4,256
– – 0.46% 36
2020
Q1 		$385K Buy
4,256
+99
+2% +$10.3K 0.49% 44
2019
Q4 		$485K Buy
4,157
+953
+30% +$113K 0.48% 44
2019
Q3 		$384K Buy
3,204
+464
+17% +$53.1K 0.45% 49
2019
Q2 		$283K Buy
2,740
+1,186
+76% +$123K 0.3% 73
2019
Q1 		$174K Buy
1,554
+1,506
+3,138% +$160K 0.18% 114
2018
Q4 		$5K Hold
48
– – 0.01% 289
2018
Q3 		$6K Hold
48
– – 0.01% 290
2018
Q2 		$5K Hold
48
– – 0.01% 276
2018
Q1 		$5K Hold
48
– – ﹤0.01% 289
2017
Q4 		$6K Buy
+48
New +$5.64K 0.01% 274

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
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

Braun-Bostich & Associates's UPS Position: Q2 2024 in Review

Braun-Bostich & Associates sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 1,634 shares — an estimated $243K sold.

Braun-Bostich & Associates first reported a position in UPS in Q4 2017 and held it in 25 quarters. The position peaked at $1.12M in Q4 2021. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Braun-Bostich & Associates reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • Braun-Bostich & Associates sold 1,634 United Parcel Service shares in Q2 2024, an estimated $243K.
  • Braun-Bostich & Associates first reported a position in United Parcel Service in Q4 2017 and held it in 25 quarters.
  • Braun-Bostich & Associates's United Parcel Service position peaked at $1.12M in Q4 2021.
  • 2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Braun-Bostich & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.