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Clear Investment Research’s United Parcel Service UPS Stock Holding History

Clear Investment Research’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
Q1 		– Sell
-7
Closed -$1.1K – 264
2023
Q4 		$1.1K Buy
+7
New +$1.06K ﹤0.01% 246
2019
Q4 		– Sell
-6
Closed -$1K – 375
2019
Q3 		$1K Hold
6
– – ﹤0.01% 210
2019
Q2 		$1K Hold
6
– – ﹤0.01% 210
2019
Q1 		$1K Hold
6
– – ﹤0.01% 203
2018
Q4 		$1K Hold
6
– – ﹤0.01% 193
2018
Q3 		$1K Buy
+6
New +$706 ﹤0.01% 205

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clear Investment Research's UPS Position: Q1 2024 in Review

Clear Investment Research sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 7 shares — an estimated $1.1K sold.

Clear Investment Research first reported a position in UPS in Q3 2018 and held it in 6 quarters. The position peaked at $1.1K in Q4 2023. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Clear Investment Research reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Clear Investment Research sold 7 United Parcel Service shares in Q1 2024, an estimated $1.1K.
  • Clear Investment Research first reported a position in United Parcel Service in Q3 2018 and held it in 6 quarters.
  • Clear Investment Research's United Parcel Service position peaked at $1.1K in Q4 2023.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Clear Investment Research's 13F filing for Q1 2024, filed 2 May 2024.