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Burney Company’s United Parcel Service UPS Stock Holding History

Burney Company’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
Q3 		– Sell
-2,022
Closed -$277K – 618
2024
Q2 		$277K Sell
2,022
-651
-24% -$93.2K 0.01% 526
2024
Q1 		$397K Sell
2,673
-98
-4% -$14.9K 0.02% 482
2023
Q4 		$436K Sell
2,771
-47
-2% -$7.11K 0.02% 440
2023
Q3 		$439K Sell
2,818
-105
-4% -$18.1K 0.02% 422
2023
Q2 		$524K Sell
2,923
-166
-5% -$29.5K 0.02% 399
2023
Q1 		$599K Sell
3,089
-211
-6% -$38.7K 0.03% 373
2022
Q4 		$574K Sell
3,300
-600
-15% -$104K 0.03% 377
2022
Q3 		$630K Buy
3,900
+665
+21% +$126K 0.03% 369
2022
Q2 		$591K Sell
3,235
-49
-1% -$8.94K 0.03% 385
2022
Q1 		$704K Sell
3,284
-214
-6% -$45.5K 0.03% 379
2021
Q4 		$750K Sell
3,498
-120
-3% -$24.4K 0.03% 375
2021
Q3 		$659K Sell
3,618
-191
-5% -$37.7K 0.03% 379
2021
Q2 		$792K Sell
3,809
-28
-0.7% -$5.6K 0.04% 356
2021
Q1 		$652K Buy
3,837
+287
+8% +$46.4K 0.03% 374
2020
Q4 		$598K Sell
3,550
-7
-0.2% -$1.18K 0.03% 354
2020
Q3 		$593K Sell
3,557
-265
-7% -$38.6K 0.04% 339
2020
Q2 		$425K Sell
3,822
-17,385
-82% -$1.74M 0.03% 358
2020
Q1 		$1.98M Buy
21,207
+2,157
+11% +$223K 0.15% 164
2019
Q4 		$2.23M Buy
+19,050
New +$2.26M 0.12% 191
2019
Q2 		– Sell
-2,035
Closed -$227K – 460
2019
Q1 		$227K Buy
+2,035
New +$216K 0.01% 422
2015
Q1 		– Sell
-4,282
Closed -$476K – 417
2014
Q4 		$476K Buy
4,282
+676
+19% +$71.3K 0.04% 279
2014
Q3 		$354K Sell
3,606
-51
-1% -$5.07K 0.03% 310
2014
Q2 		$375K Buy
+3,657
New +$367K 0.03% 314

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Burney Company's UPS Position: Q3 2024 in Review

Burney Company sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 2,022 shares — an estimated $277K sold.

Burney Company first reported a position in UPS in Q2 2014 and held it in 23 quarters. The position peaked at $2.23M in Q4 2019. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Burney Company reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
  • Burney Company sold 2,022 United Parcel Service shares in Q3 2024, an estimated $277K.
  • Burney Company first reported a position in United Parcel Service in Q2 2014 and held it in 23 quarters.
  • Burney Company's United Parcel Service position peaked at $2.23M in Q4 2019.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Burney Company's 13F filing for Q3 2024, filed 18 Oct 2024.