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Centurion Wealth Management’s United Parcel Service UPS Stock Holding History

Centurion 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 		– Sell
-1,833
Closed -$250K – 227
2024
Q3 		$250K Buy
+1,833
New +$241K 0.08% 175
2024
Q1 		$266K Buy
1,791
+124
+7% +$18.8K 0.1% 147
2023
Q4 		$262K Buy
1,667
+43
+3% +$6.5K 0.11% 137
2023
Q3 		$253K Buy
1,624
+190
+13% +$32.8K 0.12% 118
2023
Q2 		$257K Sell
1,434
-7
-0.5% -$1.24K 0.12% 123
2023
Q1 		$279K Buy
1,441
+10
+0.7% +$1.83K 0.14% 109
2022
Q4 		$249K Buy
+1,431
New +$248K 0.14% 124

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 $1.6B AUM 20.7% 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

Centurion Wealth Management's UPS Position: Q4 2024 in Review

Centurion Wealth Management sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,833 shares — an estimated $250K sold.

Centurion Wealth Management first reported a position in UPS in Q4 2022 and held it in 7 quarters. The position peaked at $279K in Q1 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Centurion Wealth Management reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Centurion Wealth Management sold 1,833 United Parcel Service shares in Q4 2024, an estimated $250K.
  • Centurion Wealth Management first reported a position in United Parcel Service in Q4 2022 and held it in 7 quarters.
  • Centurion Wealth Management's United Parcel Service position peaked at $279K in Q1 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

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