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Carmichael Hill & Associates’s United Parcel Service UPS Stock Holding History

Carmichael Hill & Associates’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 		– Hold
0
– – – 461
2024
Q2 		– Hold
0
– – – 437
2024
Q1 		– Hold
0
– – – 426
2023
Q4 		– Hold
0
– – – 282
2023
Q3 		– Hold
0
– – – 265
2023
Q2 		– Hold
0
– – – 255
2023
Q1 		– Hold
0
– – – 255
2022
Q4 		– Hold
0
– – – 200
2022
Q3 		– Hold
0
– – – 211
2022
Q2 		– Sell
-700
Closed -$128K – 207
2022
Q1 		$150K Sell
700
-100
-13% -$21.2K 0.07% 203
2021
Q4 		$172K Sell
800
-300
-27% -$61K 0.08% 202
2021
Q3 		$201K Buy
1,100
+200
+22% +$39.5K 0.1% 166
2021
Q2 		$187K Buy
900
+200
+29% +$40K 0.1% 174
2021
Q1 		$119K Hold
700
– – 0.07% 211
2020
Q4 		$118K Hold
700
– – 0.07% 199
2020
Q3 		$117K Buy
700
+300
+75% +$43.7K 0.08% 191
2020
Q2 		$44K Hold
400
– – 0.03% 292
2020
Q1 		$37K Buy
+400
New +$41.4K 0.03% 297

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

Carmichael Hill & Associates's UPS Position: Q3 2024 in Review

Carmichael Hill & Associates increased its United Parcel Service (UPS) stake by 9.4% in Q3 2024, buying an estimated $27K and bringing the position to 2,405 shares worth $328K. The position accounts for 0.12% of the portfolio, ranked #138.

Carmichael Hill & Associates first reported a position in UPS in Q4 2017 and has held it in 22 quarters since. The position peaked at $345K in Q4 2023. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Carmichael Hill & Associates held 2,405 shares of United Parcel Service worth $328K as of Q3 2024.
  • Carmichael Hill & Associates bought 206 United Parcel Service shares in Q3 2024, an estimated $27K.
  • United Parcel Service made up 0.12% of Carmichael Hill & Associates's portfolio in Q3 2024, its #138 holding.
  • Carmichael Hill & Associates first reported a position in United Parcel Service in Q4 2017 and has held it in 22 quarters since.
  • Carmichael Hill & Associates's United Parcel Service position peaked at $345K in Q4 2023.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.