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Cahaba Wealth Management’s United Parcel Service UPS Stock Holding History

Cahaba Wealth 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
-1,494
Closed -$204K – 154
2024
Q3 		$204K Sell
1,494
-130
-8% -$17.1K 0.02% 143
2024
Q2 		$222K Sell
1,624
-11
-0.7% -$1.57K 0.02% 136
2024
Q1 		$243K Sell
1,635
-123
-7% -$18.7K 0.02% 133
2023
Q4 		$276K Sell
1,758
-95
-5% -$14.4K 0.03% 114
2023
Q3 		$289K Sell
1,853
-190
-9% -$32.8K 0.03% 109
2023
Q2 		$366K Sell
2,043
-168
-8% -$29.8K 0.04% 98
2023
Q1 		$429K Sell
2,211
-11
-0.5% -$2.02K 0.05% 88
2022
Q4 		$386K Sell
2,222
-38
-2% -$6.58K 0.05% 89
2022
Q3 		$365K Sell
2,260
-82
-4% -$15.5K 0.05% 86
2022
Q2 		$427K Sell
2,342
-680
-23% -$124K 0.06% 83
2022
Q1 		$543K Buy
3,022
+421
+16% +$89.5K 0.07% 77
2021
Q4 		$558K Buy
2,601
+1
+0% +$203 0.07% 75
2021
Q3 		$473K Buy
+2,600
New +$513K 0.07% 78

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

Cahaba Wealth Management's UPS Position: Q4 2024 in Review

Cahaba Wealth Management sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,494 shares — an estimated $204K sold.

Cahaba Wealth Management first reported a position in UPS in Q3 2021 and held it in 13 quarters. The position peaked at $558K in Q4 2021. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Cahaba Wealth Management reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Cahaba Wealth Management sold 1,494 United Parcel Service shares in Q4 2024, an estimated $204K.
  • Cahaba Wealth Management first reported a position in United Parcel Service in Q3 2021 and held it in 13 quarters.
  • Cahaba Wealth Management's United Parcel Service position peaked at $558K in Q4 2021.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Cahaba Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.