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

Buckhead 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	-1,812	Closed	-$228K	–	128
2024 Q4	$228K	Hold	1,812	–	–	0.07%	115
2024 Q3	$247K	Buy	+1,812	New	+$238K	0.08%	114
2018 Q2	–	Sell	-4,930	Closed	-$516K	–	144
2018 Q1	$516K	Hold	4,930	–	–	0.11%	137
2017 Q4	$587K	Hold	4,930	–	–	0.13%	132
2017 Q3	$592K	Hold	4,930	–	–	0.13%	129
2017 Q2	$545K	Hold	4,930	–	–	0.1%	132
2017 Q1	$529K	Hold	4,930	–	–	0.1%	129
2016 Q4	$565K	Hold	4,930	–	–	0.11%	121
2016 Q3	$539K	Hold	4,930	–	–	0.1%	129
2016 Q2	$531K	Hold	4,930	–	–	0.1%	143
2016 Q1	$520K	Hold	4,930	–	–	0.1%	150
2015 Q4	$474K	Hold	4,930	–	–	0.09%	162
2015 Q3	$487K	Hold	4,930	–	–	0.1%	161
2015 Q2	$478K	Hold	4,930	–	–	0.09%	160
2015 Q1	$478K	Hold	4,930	–	–	0.08%	156
2014 Q4	$548K	Hold	4,930	–	–	0.1%	160
2014 Q3	$485K	Hold	4,930	–	–	0.08%	165
2014 Q2	$506K	Hold	4,930	–	–	0.07%	167
2014 Q1	$480K	Hold	4,930	–	–	0.06%	169
2013 Q4	$518K	Hold	4,930	–	–	0.07%	161
2013 Q3	$450K	Hold	4,930	–	–	0.06%	162
2013 Q2	$426K	Buy	+4,930	New	+$423K	0.05%	161

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

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

Buckhead Capital Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,812 shares — an estimated $228K sold.

Buckhead Capital Management first reported a position in UPS in Q2 2013 and held it in 22 quarters. The position peaked at $592K in Q3 2017. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Buckhead Capital Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Buckhead Capital Management sold 1,812 United Parcel Service shares in Q1 2025, an estimated $228K.
Buckhead Capital Management first reported a position in United Parcel Service in Q2 2013 and held it in 22 quarters.
Buckhead Capital Management's United Parcel Service position peaked at $592K in Q3 2017.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Buckhead Capital Management's 13F filing for Q1 2025, filed 5 May 2025.