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

CAAS 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
2024
Q4 		– Sell
-9,600
Closed -$1.31M – 528
2024
Q3 		$1.31M Buy
+9,600
New +$1.26M 0.15% 129
2024
Q1 		– Sell
-1,000
Closed -$152K – 653
2023
Q4 		$157K Buy
+1,000
New +$151K 0.02% 360
2023
Q1 		– Sell
-1,710
Closed -$314K – 929
2022
Q4 		$297K Buy
+1,710
New +$296K 0.02% 563
2021
Q1 		– Sell
-1,200
Closed -$194K – 1404
2020
Q4 		$202K Buy
+1,200
New +$203K ﹤0.01% 763

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 $1.6B AUM 20.7% 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

CAAS Capital Management's UPS Position: Q4 2024 in Review

CAAS Capital Management sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 9,600 shares — an estimated $1.31M sold.

CAAS Capital Management first reported a position in UPS in Q4 2020 and held it in 4 quarters. The position peaked at $1.31M in Q3 2024. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • CAAS Capital Management reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • CAAS Capital Management sold 9,600 United Parcel Service shares in Q4 2024, an estimated $1.31M.
  • CAAS Capital Management first reported a position in United Parcel Service in Q4 2020 and held it in 4 quarters.
  • CAAS Capital Management's United Parcel Service position peaked at $1.31M in Q3 2024.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on CAAS Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.