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Clear Point Advisors’s United Parcel Service UPS Stock Holding History

Clear Point Advisors’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
-46
Closed -$6.21K – 505
2024
Q3 		$6.21K Hold
46
– – ﹤0.01% 375
2024
Q2 		$6.23K Buy
46
+1
+2% +$143 0.01% 369
2024
Q1 		$6.75K Hold
45
– – 0.01% 365
2023
Q4 		$7.14K Buy
+45
New +$6.8K 0.01% 341

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

Clear Point Advisors's UPS Position: Q4 2024 in Review

Clear Point Advisors sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 46 shares — an estimated $6.21K sold.

Clear Point Advisors first reported a position in UPS in Q4 2023 and held it in 4 quarters. The position peaked at $7.14K in Q4 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Clear Point Advisors reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 46 United Parcel Service shares in Q4 2024, an estimated $6.21K.
  • Clear Point Advisors first reported a position in United Parcel Service in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's United Parcel Service position peaked at $7.14K in Q4 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.