CHAM
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Clear Harbor Asset Management’s United Parcel Service UPS Stock Holding History

Clear Harbor Asset 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
2025
Q3 		– Sell
-7,014
Closed -$708K – 450
2025
Q2 		$708K Buy
7,014
+1,583
+29% +$156K 0.05% 232
2025
Q1 		$597K Buy
+5,431
New +$649K 0.05% 238
2023
Q4 		– Sell
-1,445
Closed -$225K – 403
2023
Q3 		$225K Sell
1,445
-139
-9% -$24K 0.02% 297
2023
Q2 		$284K Buy
1,584
+30
+2% +$5.33K 0.03% 277
2023
Q1 		$301K Buy
+1,554
New +$285K 0.03% 291
2020
Q4 		– Sell
-354
Closed -$59K – 700
2020
Q3 		$59K Buy
+354
New +$51.5K 0.01% 369
2020
Q1 		– Sell
-215
Closed -$25.2K – 656
2019
Q4 		$25.2K Buy
+215
New +$25.5K ﹤0.01% 490

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return