CL
UPS icon

CIM LLC’s United Parcel Service UPS Stock Holding History

CIM LLC’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
-11,103
Closed -$1.51M – 173
2024
Q3 		$1.51M Buy
11,103
+71
+0.6% +$9.32K 0.22% 70
2024
Q2 		$1.41M Buy
11,032
+1,140
+12% +$163K 0.21% 74
2024
Q1 		$1.47M Buy
9,892
+93
+0.9% +$14.1K 0.22% 71
2023
Q4 		$1.47M Buy
9,799
+314
+3% +$47.5K 0.23% 69
2023
Q3 		$1.48M Buy
9,485
+193
+2% +$33.3K 0.28% 63
2023
Q2 		$1.67M Buy
9,292
+4,824
+108% +$857K 0.31% 61
2023
Q1 		$867K Buy
+4,468
New +$820K 0.17% 89

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

CIM LLC's UPS Position: Q4 2024 in Review

CIM LLC sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 11,103 shares — an estimated $1.51M sold.

CIM LLC first reported a position in UPS in Q1 2023 and held it in 7 quarters. The position peaked at $1.67M in Q2 2023. 2,288 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • CIM LLC reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • CIM LLC sold 11,103 United Parcel Service shares in Q4 2024, an estimated $1.51M.
  • CIM LLC first reported a position in United Parcel Service in Q1 2023 and held it in 7 quarters.
  • CIM LLC's United Parcel Service position peaked at $1.67M in Q2 2023.
  • 2,288 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on CIM LLC's 13F filing for Q4 2024, filed 3 Mar 2025.