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UPS icon

CEDRUS’s United Parcel Service UPS Stock Holding History

CEDRUS’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 		$1.08M Sell
7,885
-12
-0.2% -$1.58K 0.4% 52
2024
Q2 		$1.08M Buy
7,897
+60
+0.8% +$8.59K 0.54% 36
2024
Q1 		$1.16M Buy
7,837
+3,891
+99% +$591K 0.64% 30
2023
Q4 		$620K Buy
+3,946
New +$597K 0.38% 50

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

CEDRUS's UPS Position: Q3 2024 in Review

CEDRUS reduced its United Parcel Service (UPS) stake by 0.15% in Q3 2024, selling an estimated $1.58K and leaving 7,885 shares worth $1.08M. The position accounts for 0.4% of the portfolio, ranked #52.

CEDRUS first reported a position in UPS in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.16M in Q1 2024. 2,162 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • CEDRUS held 7,885 shares of United Parcel Service worth $1.08M as of Q3 2024.
  • CEDRUS sold 12 United Parcel Service shares in Q3 2024, an estimated $1.58K.
  • United Parcel Service made up 0.4% of CEDRUS's portfolio in Q3 2024, its #52 holding.
  • CEDRUS first reported a position in United Parcel Service in Q4 2023 and has held it in 4 quarters since.
  • CEDRUS's United Parcel Service position peaked at $1.16M in Q1 2024.
  • 2,162 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.