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Criterion Capital Advisors’s United Parcel Service UPS Stock Holding History

Criterion Capital 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 		$34.6K Hold
253
– – 0.02% 166
2024
Q3 		$34.6K Hold
253
– – 0.02% 166
2024
Q2 		$34.6K Hold
253
– – 0.02% 166
2024
Q1 		$37.6K Sell
253
-13
-5% -$1.98K 0.03% 158
2023
Q4 		$41.8K Buy
+266
New +$40.2K 0.03% 153

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

Criterion Capital Advisors's UPS Position: Q4 2024 in Review

Criterion Capital Advisors held its United Parcel Service (UPS) position steady in Q4 2024 at 253 shares worth $34.6K. The position accounts for 0.02% of the portfolio, ranked #166.

Criterion Capital Advisors first reported a position in UPS in Q4 2023 and has held it in 5 quarters since. The position peaked at $41.8K in Q4 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Criterion Capital Advisors held 253 shares of United Parcel Service worth $34.6K as of Q4 2024.
  • Criterion Capital Advisors left its United Parcel Service share count unchanged in Q4 2024.
  • United Parcel Service made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #166 holding.
  • Criterion Capital Advisors first reported a position in United Parcel Service in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's United Parcel Service position peaked at $41.8K in Q4 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.