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Buckingham Strategic Wealth’s United Parcel Service UPS Stock Holding History

Buckingham Strategic 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
Q2 		$3.2M Buy
23,397
+46
+0.2% +$6.59K 0.03% 184
2024
Q1 		$3.47M Sell
23,351
-6,894
-23% -$1.05M 0.04% 179
2023
Q4 		$4.76M Sell
30,245
-3,128
-9% -$473K 0.06% 144
2023
Q3 		$5.2M Sell
33,373
-4,147
-11% -$716K 0.07% 128
2023
Q2 		$6.73M Buy
37,520
+12,981
+53% +$2.3M 0.1% 109
2023
Q1 		$4.27M Hold
24,539
– – 0.08% 121
2022
Q4 		$4.27M Buy
24,539
+246
+1% +$42.6K 0.08% 121
2022
Q3 		$3.92M Buy
24,293
+235
+1% +$44.5K 0.08% 118
2022
Q2 		$4.39M Buy
24,058
+1,114
+5% +$203K 0.09% 115
2022
Q1 		$4.92M Buy
22,944
+35
+0.2% +$7.44K 0.1% 108
2021
Q4 		$4.91M Sell
22,909
-8,471
-27% -$1.72M 0.09% 106
2021
Q3 		$5.71M Sell
31,380
-1,762
-5% -$348K 0.12% 97
2021
Q2 		$6.89M Buy
33,142
+887
+3% +$177K 0.17% 78
2021
Q1 		$5.48M Sell
32,255
-449
-1% -$72.6K 0.27% 83
2020
Q4 		$5.51M Sell
32,704
-1,333
-4% -$225K 0.29% 78
2020
Q3 		$5.67M Buy
34,037
+3,132
+10% +$456K 0.43% 49
2020
Q2 		$3.44M Sell
30,905
-2,104
-6% -$210K 0.33% 66
2020
Q1 		$3.08M Sell
33,009
-1,386
-4% -$144K 0.3% 72
2019
Q4 		$4.03M Buy
34,395
+18,802
+121% +$2.23M 0.39% 59
2019
Q3 		$1.87M Buy
15,593
+1,382
+10% +$158K 0.2% 92
2019
Q2 		$1.47M Buy
14,211
+3,168
+29% +$330K 0.16% 106
2019
Q1 		$1.23M Buy
11,043
+1,580
+17% +$168K 0.16% 118
2018
Q4 		$923K Sell
9,463
-809
-8% -$87.7K 0.14% 123
2018
Q3 		$1.2M Sell
10,272
-56
-0.5% -$6.59K 0.18% 105
2018
Q2 		$1.1M Buy
10,328
+5,802
+128% +$652K 0.18% 112
2018
Q1 		$474K Sell
4,526
-2,980
-40% -$344K 0.09% 175
2017
Q4 		$894K Buy
7,506
+196
+3% +$23K 0.19% 116
2017
Q3 		$878K Buy
7,310
+78
+1% +$8.87K 0.21% 109
2017
Q2 		$800K Buy
7,232
+369
+5% +$39.4K 0.19% 112
2017
Q1 		$736K Buy
6,863
+6
+0.1% +$656 0.21% 95
2016
Q4 		$786K Sell
6,857
-60
-0.9% -$6.76K 0.25% 80
2016
Q3 		$756K Buy
6,917
+40
+0.6% +$4.37K 0.26% 81
2016
Q2 		$741K Sell
6,877
-1,412
-17% -$147K 0.25% 79
2016
Q1 		$874K Buy
8,289
+2,696
+48% +$262K 0.29% 70
2015
Q4 		$538K Buy
5,593
+202
+4% +$20.6K 0.18% 101
2015
Q3 		$532K Hold
5,391
– – 0.19% 95
2015
Q2 		$522K Sell
5,391
-51
-0.9% -$5.07K 0.17% 104
2015
Q1 		$528K Sell
5,442
-881
-14% -$90.4K 0.2% 95
2014
Q4 		$703K Buy
6,323
+960
+18% +$101K 0.27% 68
2014
Q3 		$527K Sell
5,363
-402
-7% -$39.9K 0.22% 76
2014
Q2 		$592K Buy
5,765
+1,600
+38% +$161K 0.26% 70
2014
Q1 		$406K Hold
4,165
– – 0.19% 84
2013
Q4 		$438K Sell
4,165
-162
-4% -$16K 0.21% 80
2013
Q3 		$395K Buy
4,327
+105
+2% +$9.23K 0.21% 78
2013
Q2 		$365K Buy
+4,222
New +$362K 0.21% 77

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

Buckingham Strategic Wealth's UPS Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its United Parcel Service (UPS) stake by 0.2% in Q2 2024, buying an estimated $6.59K and bringing the position to 23,397 shares worth $3.2M. The position accounts for 0.03% of the portfolio, ranked #184.

Buckingham Strategic Wealth first reported a position in UPS in Q2 2013 and has held it in 45 quarters since. The position peaked at $6.89M in Q2 2021. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Buckingham Strategic Wealth held 23,397 shares of United Parcel Service worth $3.2M as of Q2 2024.
  • Buckingham Strategic Wealth bought 46 United Parcel Service shares in Q2 2024, an estimated $6.59K.
  • United Parcel Service made up 0.03% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #184 holding.
  • Buckingham Strategic Wealth first reported a position in United Parcel Service in Q2 2013 and has held it in 45 quarters since.
  • Buckingham Strategic Wealth's United Parcel Service position peaked at $6.89M in Q2 2021.
  • 2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.