Cassady Schiller Wealth Management’s United Parcel Service UPS Stock Holding History

Cassady Schiller 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	$19.9K	Buy	158 +30	+23%	+$3.95K	0.01%	283
2024 Q3	$17.4K	Hold	128	–	–	0.01%	282
2024 Q2	$17.5K	Sell	128 -356	-74%	-$51K	0.01%	282
2024 Q1	$72K	Sell	484 -100	-17%	-$15.2K	0.03%	181
2023 Q4	$91.8K	Hold	584	–	–	0.05%	154
2023 Q3	$91K	Buy	584 +31	+6%	+$5.35K	0.05%	151
2023 Q2	$99.2K	Buy	553 +74	+15%	+$13.1K	0.05%	147
2023 Q1	$92.9K	Sell	479 -12	-2%	-$2.2K	0.04%	147
2022 Q4	$85.3K	Buy	+491	New	+$85K	0.05%	141
2022 Q1	–	Sell	-463	Closed	-$99K	–	572
2021 Q4	$99K	Buy	+463	New	+$94.2K	0.06%	132

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cassady Schiller Wealth Management's UPS Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its United Parcel Service (UPS) stake by 23% in Q4 2024, buying an estimated $3.95K and bringing the position to 158 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #283.

Cassady Schiller Wealth Management first reported a position in UPS in Q4 2021 and has held it in 10 quarters since. The position peaked at $99.2K in Q2 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

Cassady Schiller Wealth Management held 158 shares of United Parcel Service worth $19.9K as of Q4 2024.
Cassady Schiller Wealth Management bought 30 United Parcel Service shares in Q4 2024, an estimated $3.95K.
United Parcel Service made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #283 holding.
Cassady Schiller Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's United Parcel Service position peaked at $99.2K in Q2 2023.
2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.