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Caxton Associates (New York)’s United Parcel Service UPS Stock Holding History

Caxton Associates (New York)’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
2014
Q2 		– Sell
-75,000
Closed -$7.3M – 249
2014
Q1 		$7.3M Buy
+75,000
New +$7.31M 0.45% 48

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 $1.88B AUM 29.07% 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

Caxton Associates (New York)'s UPS Position: Q4 2024 in Review

Caxton Associates (New York) reduced its United Parcel Service (UPS) stake by 14% in Q4 2024, selling an estimated $55.5K and leaving 2,649 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #393.

Caxton Associates (New York) first reported a position in UPS in Q2 2013 and has held it in 8 quarters since. The position peaked at $9.95M in Q2 2017. 2,288 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Caxton Associates (New York) held 2,649 shares of United Parcel Service worth $334K as of Q4 2024.
  • Caxton Associates (New York) sold 422 United Parcel Service shares in Q4 2024, an estimated $55.5K.
  • United Parcel Service made up 0.01% of Caxton Associates (New York)'s portfolio in Q4 2024, its #393 holding.
  • Caxton Associates (New York) first reported a position in United Parcel Service in Q2 2013 and has held it in 8 quarters since.
  • Caxton Associates (New York)'s United Parcel Service position peaked at $9.95M in Q2 2017.
  • 2,288 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Caxton Associates (New York)'s 13F filing for Q4 2024, filed 14 Feb 2025.