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

Chesapeake 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	-1,560	Closed	-$213K	–	164
2024 Q3	$213K	Sell	1,560 -822	-35%	-$108K	0.07%	153
2024 Q2	$326K	Sell	2,382 -5,123	-68%	-$733K	0.12%	125
2024 Q1	$1.12M	Sell	7,505 -341	-4%	-$51.8K	0.41%	66
2023 Q4	$1.23M	Sell	7,846 -40	-0.5%	-$6.05K	0.48%	62
2023 Q3	$1.23M	Buy	7,886 +103	+1%	+$17.8K	0.51%	58
2023 Q2	$1.4M	Buy	7,783 +947	+14%	+$168K	0.55%	56
2023 Q1	$1.33M	Buy	6,836 +1,210	+22%	+$222K	0.55%	56
2022 Q4	$978K	Buy	5,626 +1,875	+50%	+$325K	0.43%	71
2022 Q3	$606K	Buy	+3,751	New	+$710K	0.28%	90

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

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

Chesapeake Wealth Management sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,560 shares — an estimated $213K sold.

Chesapeake Wealth Management first reported a position in UPS in Q3 2022 and held it in 9 quarters. The position peaked at $1.4M in Q2 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

Chesapeake Wealth Management reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
Chesapeake Wealth Management sold 1,560 United Parcel Service shares in Q4 2024, an estimated $213K.
Chesapeake Wealth Management first reported a position in United Parcel Service in Q3 2022 and held it in 9 quarters.
Chesapeake Wealth Management's United Parcel Service position peaked at $1.4M in Q2 2023.
2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Chesapeake Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.