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Cutler Investment Counsel’s United Parcel Service UPS Stock Holding History

Cutler Investment Counsel’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
-3,168
Closed -$432K – 136
2024
Q3 		$432K Sell
3,168
-418
-12% -$54.9K 0.05% 98
2024
Q2 		$491K Buy
3,586
+307
+9% +$44K 0.07% 90
2024
Q1 		$487K Sell
3,279
-374
-10% -$56.9K 0.07% 95
2023
Q4 		$574K Buy
3,653
+1,592
+77% +$241K 0.08% 93
2023
Q3 		$321K Buy
2,061
+17
+0.8% +$2.93K 0.05% 108
2023
Q2 		$366K Hold
2,044
– – 0.06% 107
2023
Q1 		$397K Sell
2,044
-200
-9% -$36.7K 0.06% 101
2022
Q4 		$390K Hold
2,244
– – 0.06% 104
2022
Q3 		$362K Hold
2,244
– – 0.06% 99
2022
Q2 		$410K Hold
2,244
– – 0.06% 100
2022
Q1 		$481K Buy
+2,244
New +$477K 0.07% 101
2017
Q4 		– Sell
-73,777
Closed -$8.86M – 103
2017
Q3 		$8.86M Buy
73,777
+1,279
+2% +$145K 2.07% 22
2017
Q2 		$8.02M Buy
72,498
+963
+1% +$103K 2% 22
2017
Q1 		$7.68M Buy
71,535
+8,032
+13% +$878K 1.78% 26
2016
Q4 		$7.28M Buy
63,503
+159
+0.3% +$17.9K 1.87% 22
2016
Q3 		$6.93M Buy
63,344
+523
+0.8% +$57.1K 1.87% 20
2016
Q2 		$6.77M Buy
62,821
+1,326
+2% +$138K 1.89% 21
2016
Q1 		$6.49M Buy
61,495
+191
+0.3% +$18.6K 1.98% 21
2015
Q4 		$5.9M Sell
61,304
-87
-0.1% -$8.89K 2.01% 22
2015
Q3 		$6.06M Sell
61,391
-137
-0.2% -$13.5K 2.17% 14
2015
Q2 		$5.96M Buy
61,528
+12,083
+24% +$1.2M 1.95% 21
2015
Q1 		$4.79M Buy
+49,445
New +$5.07M 1.55% 37

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

Cutler Investment Counsel's UPS Position: Q4 2024 in Review

Cutler Investment Counsel sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 3,168 shares — an estimated $432K sold.

Cutler Investment Counsel first reported a position in UPS in Q1 2015 and held it in 22 quarters. The position peaked at $8.86M in Q3 2017. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Cutler Investment Counsel reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Cutler Investment Counsel sold 3,168 United Parcel Service shares in Q4 2024, an estimated $432K.
  • Cutler Investment Counsel first reported a position in United Parcel Service in Q1 2015 and held it in 22 quarters.
  • Cutler Investment Counsel's United Parcel Service position peaked at $8.86M in Q3 2017.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Cutler Investment Counsel's 13F filing for Q4 2024, filed 31 Jan 2025.