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Credential Qtrade Securities’s United Parcel Service UPS Stock Holding History

Credential Qtrade Securities’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 		$152K Sell
1,020
-4,305
-81% -$654K 0.01% 247
2023
Q4 		$837K Buy
5,325
+860
+19% +$130K 0.05% 154
2023
Q3 		$696K Buy
4,465
+50
+1% +$8.63K 0.05% 161
2023
Q2 		$791K Sell
4,415
-178
-4% -$31.6K 0.05% 153
2023
Q1 		$891K Buy
4,593
+38
+0.8% +$6.97K 0.06% 134
2022
Q4 		$792K Sell
4,555
-1,480
-25% -$256K 0.06% 129
2022
Q3 		$975K Sell
6,035
-1,165
-16% -$221K 0.08% 117
2022
Q2 		$1.31M Buy
7,200
+197
+3% +$35.9K 0.09% 105
2022
Q1 		$1.5M Buy
7,003
+836
+14% +$178K 0.1% 100
2021
Q4 		$1.32M Buy
6,167
+1,812
+42% +$369K 0.09% 107
2021
Q3 		$793K Buy
4,355
+545
+14% +$108K 0.06% 137
2021
Q2 		$792K Buy
3,810
+870
+30% +$174K 0.06% 136
2021
Q1 		$500K Buy
2,940
+1,100
+60% +$178K 0.05% 162
2020
Q4 		$310K Buy
1,840
+90
+5% +$15.2K 0.03% 169
2020
Q3 		$292K Buy
+1,750
New +$255K 0.03% 168
2019
Q3 		– Sell
-77
Closed -$7.95K – 307
2019
Q2 		$7.95K Buy
+77
New +$8.01K ﹤0.01% 247
2018
Q4 		– Sell
-571
Closed -$66.7K – 296
2018
Q3 		$66.7K Buy
+571
New +$67.2K 0.01% 226

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

Credential Qtrade Securities's UPS Position: Q1 2024 in Review

Credential Qtrade Securities reduced its United Parcel Service (UPS) stake by 81% in Q1 2024, selling an estimated $654K and leaving 1,020 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #247.

Credential Qtrade Securities first reported a position in UPS in Q3 2018 and has held it in 17 quarters since. The position peaked at $1.5M in Q1 2022. 2,213 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Credential Qtrade Securities held 1,020 shares of United Parcel Service worth $152K as of Q1 2024.
  • Credential Qtrade Securities sold 4,305 United Parcel Service shares in Q1 2024, an estimated $654K.
  • United Parcel Service made up 0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #247 holding.
  • Credential Qtrade Securities first reported a position in United Parcel Service in Q3 2018 and has held it in 17 quarters since.
  • Credential Qtrade Securities's United Parcel Service position peaked at $1.5M in Q1 2022.
  • 2,213 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.