BTC Capital Management’s United Parcel Service UPS Stock Holding History

BTC Capital 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
2025 Q1	–	Sell	-11,103	Closed	-$1.4M	–	207
2024 Q4	$1.4M	Sell	11,103 -2,132	-16%	-$281K	0.13%	114
2024 Q3	$1.8M	Sell	13,235 -377	-3%	-$49.5K	0.16%	105
2024 Q2	$1.86M	Sell	13,612 -784	-5%	-$112K	0.17%	100
2024 Q1	$2.14M	Buy	+14,396	New	+$2.19M	0.2%	102
2023 Q3	$2.26M	Buy	14,468 +1,006	+7%	+$174K	0.26%	96
2023 Q2	$2.42M	Buy	13,462 +61	+0.5%	+$10.8K	0.26%	99
2023 Q1	$2.6M	Sell	13,401 -135	-1%	-$24.8K	0.3%	93
2022 Q4	$2.35M	Sell	13,536 -632	-4%	-$109K	0.28%	100
2022 Q3	$2.29M	Buy	14,168 +2,159	+18%	+$409K	0.3%	97
2022 Q2	$2.19M	Buy	12,009 +1,678	+16%	+$306K	0.27%	103
2022 Q1	$2.22M	Buy	+10,331	New	+$2.2M	0.22%	106

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTC Capital Management's UPS Position: Q1 2025 in Review

BTC Capital Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 11,103 shares — an estimated $1.4M sold.

BTC Capital Management first reported a position in UPS in Q1 2022 and held it in 11 quarters. The position peaked at $2.6M in Q1 2023. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

BTC Capital Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
BTC Capital Management sold 11,103 United Parcel Service shares in Q1 2025, an estimated $1.4M.
BTC Capital Management first reported a position in United Parcel Service in Q1 2022 and held it in 11 quarters.
BTC Capital Management's United Parcel Service position peaked at $2.6M in Q1 2023.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on BTC Capital Management's 13F filing for Q1 2025, filed 8 Apr 2025.