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Bray Capital Advisors’s United Parcel Service UPS Stock Holding History

Bray Capital 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 		$222K Buy
1,764
+11
+0.6% +$1.45K 0.06% 126
2024
Q3 		$239K Buy
1,753
+12
+0.7% +$1.58K 0.06% 126
2024
Q2 		$238K Buy
1,741
+11
+0.6% +$1.57K 0.06% 121
2024
Q1 		$257K Buy
1,730
+9
+0.5% +$1.37K 0.07% 125
2023
Q4 		$271K Buy
1,721
+9
+0.5% +$1.36K 0.07% 121
2023
Q3 		$267K Buy
1,712
+9
+0.5% +$1.55K 0.08% 119
2023
Q2 		$305K Sell
1,703
-265
-13% -$47.1K 0.09% 120
2023
Q1 		$382K Buy
1,968
+8
+0.4% +$1.47K 0.11% 114
2022
Q4 		$341K Buy
1,960
+6
+0.3% +$1.04K 0.11% 117
2022
Q3 		$316K Buy
1,954
+7
+0.4% +$1.32K 0.1% 118
2022
Q2 		$355K Buy
1,947
+7
+0.4% +$1.28K 0.11% 117
2022
Q1 		$416K Buy
1,940
+6
+0.3% +$1.27K 0.11% 113
2021
Q4 		$415K Buy
1,934
+4
+0.2% +$814 0.1% 117
2021
Q3 		$352K Buy
1,930
+4
+0.2% +$790 0.09% 119
2021
Q2 		$401K Buy
1,926
+4
+0.2% +$800 0.1% 115
2021
Q1 		$327K Buy
1,922
+5
+0.3% +$809 0.09% 120
2020
Q4 		$323K Buy
1,917
+5
+0.3% +$844 0.09% 115
2020
Q3 		$319K Buy
1,912
+5
+0.3% +$728 0.11% 111
2020
Q2 		$212K Buy
1,907
+8
+0.4% +$799 0.08% 123
2020
Q1 		$177K Buy
1,899
+129
+7% +$13.4K 0.08% 124
2019
Q4 		$207K Buy
1,770
+6
+0.3% +$710 0.07% 135
2019
Q3 		$211K Buy
1,764
+6
+0.3% +$686 0.08% 138
2019
Q2 		$182K Buy
1,758
+8
+0.5% +$832 0.07% 155
2019
Q1 		$196K Buy
1,750
+6
+0.3% +$636 0.08% 146
2018
Q4 		$170K Buy
1,744
+1,318
+309% +$143K 0.09% 156
2018
Q3 		$50K Hold
426
– – 0.02% 202
2018
Q2 		$45K Sell
426
-100
-19% -$11.2K 0.02% 214
2018
Q1 		$55K Buy
+526
New +$60.8K 0.03% 202
2015
Q4 		– Sell
-477
Closed -$47K – 298
2015
Q3 		$47K Hold
477
– – 0.03% 216
2015
Q2 		$46K Buy
+477
New +$47.4K 0.03% 226

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 $1.6B AUM 20.7% 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

Bray Capital Advisors's UPS Position: Q4 2024 in Review

Bray Capital Advisors increased its United Parcel Service (UPS) stake by 0.63% in Q4 2024, buying an estimated $1.45K and bringing the position to 1,764 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #126.

Bray Capital Advisors first reported a position in UPS in Q2 2015 and has held it in 30 quarters since. The position peaked at $416K in Q1 2022. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Bray Capital Advisors held 1,764 shares of United Parcel Service worth $222K as of Q4 2024.
  • Bray Capital Advisors bought 11 United Parcel Service shares in Q4 2024, an estimated $1.45K.
  • United Parcel Service made up 0.06% of Bray Capital Advisors's portfolio in Q4 2024, its #126 holding.
  • Bray Capital Advisors first reported a position in United Parcel Service in Q2 2015 and has held it in 30 quarters since.
  • Bray Capital Advisors's United Parcel Service position peaked at $416K in Q1 2022.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.