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

Clear Rock 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
Q2 		$1.94M Buy
14,157
+289
+2% +$41.4K 0.83% 41
2024
Q1 		$2.06M Buy
13,868
+333
+2% +$50.6K 0.89% 38
2023
Q4 		$1.98M Buy
+13,535
New +$2.05M 0.9% 38

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
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 Rock Advisors's UPS Position: Q2 2024 in Review

Clear Rock Advisors increased its United Parcel Service (UPS) stake by 2.1% in Q2 2024, buying an estimated $41.4K and bringing the position to 14,157 shares worth $1.94M. The position accounts for 0.83% of the portfolio, ranked #41.

Clear Rock Advisors first reported a position in UPS in Q4 2023 and has held it in 3 quarters since. The position peaked at $2.06M in Q1 2024. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Clear Rock Advisors held 14,157 shares of United Parcel Service worth $1.94M as of Q2 2024.
  • Clear Rock Advisors bought 289 United Parcel Service shares in Q2 2024, an estimated $41.4K.
  • United Parcel Service made up 0.83% of Clear Rock Advisors's portfolio in Q2 2024, its #41 holding.
  • Clear Rock Advisors first reported a position in United Parcel Service in Q4 2023 and has held it in 3 quarters since.
  • Clear Rock Advisors's United Parcel Service position peaked at $2.06M in Q1 2024.
  • 2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.