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Capital Insight Partners’s United Parcel Service UPS Stock Holding History

Capital Insight Partners’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 		– Sell
-1,810
Closed -$269K – 168
2024
Q1 		$269K Sell
1,810
-3,015
-62% -$458K 0.05% 150
2023
Q4 		$759K Sell
4,825
-41
-0.8% -$6.2K 0.16% 99
2023
Q3 		$758K Hold
4,866
– – 0.17% 93
2023
Q2 		$872K Sell
4,866
-74
-1% -$13.1K 0.2% 92
2023
Q1 		$958K Sell
4,940
-325
-6% -$59.6K 0.23% 96
2022
Q4 		$915K Sell
5,265
-279
-5% -$48.3K 0.24% 93
2022
Q3 		$896K Sell
5,544
-3,245
-37% -$614K 0.24% 90
2022
Q2 		$1.6M Sell
8,789
-2,152
-20% -$393K 0.37% 85
2022
Q1 		$2.35M Sell
10,941
-512
-4% -$109K 0.48% 68
2021
Q4 		$2.46M Sell
11,453
-1,347
-11% -$274K 0.5% 72
2021
Q3 		$2.33M Sell
12,800
-287
-2% -$56.7K 0.51% 74
2021
Q2 		$2.72M Sell
13,087
-360
-3% -$72K 0.61% 63
2021
Q1 		$2.29M Sell
13,447
-185
-1% -$29.9K 0.56% 71
2020
Q4 		$2.3M Sell
13,632
-808
-6% -$136K 0.58% 65
2020
Q3 		$2.41M Buy
14,440
+2,529
+21% +$368K 0.68% 55
2020
Q2 		$1.32M Buy
+11,911
New +$1.19M 0.42% 84

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

Capital Insight Partners's UPS Position: Q2 2024 in Review

Capital Insight Partners sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 1,810 shares — an estimated $269K sold.

Capital Insight Partners first reported a position in UPS in Q2 2020 and held it in 16 quarters. The position peaked at $2.72M in Q2 2021. 2,174 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Capital Insight Partners reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • Capital Insight Partners sold 1,810 United Parcel Service shares in Q2 2024, an estimated $269K.
  • Capital Insight Partners first reported a position in United Parcel Service in Q2 2020 and held it in 16 quarters.
  • Capital Insight Partners's United Parcel Service position peaked at $2.72M in Q2 2021.
  • 2,174 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Capital Insight Partners's 13F filing for Q2 2024, filed 24 Jul 2024.