CPR Investments’s United Parcel Service UPS Stock Holding History

CPR Investments’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	-5,000	Closed	-$682K	–	49
2024 Q3	$682K	Hold	5,000	–	–	0.64%	25
2024 Q2	$684K	Hold	5,000	–	–	0.57%	27
2024 Q1	$743K	Hold	5,000	–	–	0.57%	26
2023 Q4	$786K	Hold	5,000	–	–	0.76%	26
2023 Q3	$779K	Hold	5,000	–	–	0.84%	25
2023 Q2	$896K	Hold	5,000	–	–	0.86%	24
2023 Q1	$970K	Hold	5,000	–	–	0.93%	17
2022 Q4	$869K	Hold	5,000	–	–	0.86%	24
2022 Q3	$808K	Hold	5,000	–	–	1.04%	13
2022 Q2	$913K	Sell	5,000 -125	-2%	-$22.8K	1.37%	11
2022 Q1	$1.1M	Sell	5,125 -15	-0.3%	-$3.19K	0.91%	14
2021 Q4	$1.1M	Buy	+5,140	New	+$1.05M	0.79%	14

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CPR Investments's UPS Position: Q4 2024 in Review

CPR Investments sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 5,000 shares — an estimated $682K sold.

CPR Investments first reported a position in UPS in Q4 2021 and held it in 12 quarters. The position peaked at $1.1M in Q4 2021. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

CPR Investments reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
CPR Investments sold 5,000 United Parcel Service shares in Q4 2024, an estimated $682K.
CPR Investments first reported a position in United Parcel Service in Q4 2021 and held it in 12 quarters.
CPR Investments's United Parcel Service position peaked at $1.1M in Q4 2021.
2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on CPR Investments's 13F filing for Q4 2024, filed 14 Jan 2025.