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Buffington Mohr McNeal’s United Parcel Service UPS Stock Holding History

Buffington Mohr McNeal’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 		– Sell
-2,128
Closed -$290K – 137
2024
Q3 		$290K Sell
2,128
-73
-3% -$9.58K 0.05% 113
2024
Q2 		$301K Buy
2,201
+1
+0% +$143 0.05% 107
2024
Q1 		$327K Buy
2,200
+2
+0.1% +$304 0.06% 106
2023
Q4 		$346K Buy
2,198
+147
+7% +$22.2K 0.07% 101
2023
Q3 		$320K Sell
2,051
-13
-0.6% -$2.24K 0.07% 104
2023
Q2 		$370K Buy
2,064
+645
+45% +$115K 0.08% 99
2023
Q1 		$275K Hold
1,419
– – 0.06% 110
2022
Q4 		$247K Buy
+1,419
New +$246K 0.06% 114
2019
Q2 		– Sell
-4,543
Closed -$508K – 311
2019
Q1 		$508K Sell
4,543
-24
-0.5% -$2.54K 0.16% 93
2018
Q4 		$445K Buy
4,567
+131
+3% +$14.2K 0.18% 93
2018
Q3 		$518K Buy
4,436
+160
+4% +$18.8K 0.18% 90
2018
Q2 		$454K Buy
4,276
+151
+4% +$17K 0.17% 93
2018
Q1 		$432K Buy
4,125
+1,925
+88% +$223K 0.17% 97
2017
Q4 		$262K Hold
2,200
– – 0.1% 114
2017
Q3 		$266K Sell
2,200
-115
-5% -$13.1K 0.1% 116
2017
Q2 		$256K Buy
+2,315
New +$247K 0.1% 127

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 $1.88B AUM 29.07% 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

Buffington Mohr McNeal's UPS Position: Q4 2024 in Review

Buffington Mohr McNeal sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 2,128 shares — an estimated $290K sold.

Buffington Mohr McNeal first reported a position in UPS in Q2 2017 and held it in 16 quarters. The position peaked at $518K in Q3 2018. 2,288 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Buffington Mohr McNeal reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Buffington Mohr McNeal sold 2,128 United Parcel Service shares in Q4 2024, an estimated $290K.
  • Buffington Mohr McNeal first reported a position in United Parcel Service in Q2 2017 and held it in 16 quarters.
  • Buffington Mohr McNeal's United Parcel Service position peaked at $518K in Q3 2018.
  • 2,288 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Buffington Mohr McNeal's 13F filing for Q4 2024, filed 22 Jan 2025.