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Cypress Capital’s United Parcel Service UPS Stock Holding History

Cypress Capital’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
2025
Q1 		– Sell
-13,982
Closed -$1.76M – 82
2024
Q4 		$1.76M Sell
13,982
-238
-2% -$31.3K 0.5% 38
2024
Q3 		$1.94M Buy
14,220
+1,208
+9% +$159K 0.5% 43
2024
Q2 		$1.78M Buy
13,012
+169
+1% +$24.2K 0.45% 41
2024
Q1 		$1.91M Sell
12,843
-158
-1% -$24K 0.52% 38
2023
Q4 		$2.04M Buy
13,001
+314
+2% +$47.5K 0.58% 38
2023
Q3 		$1.98M Buy
12,687
+161
+1% +$27.8K 0.58% 37
2023
Q2 		$2.25M Buy
12,526
+79
+0.6% +$14K 0.65% 29
2023
Q1 		$2.41M Buy
12,447
+518
+4% +$95K 0.76% 18
2022
Q4 		$2.07M Buy
11,929
+113
+1% +$19.6K 0.65% 32
2022
Q3 		$1.91M Buy
11,816
+192
+2% +$36.4K 0.67% 29
2022
Q2 		$2.12M Buy
11,624
+713
+7% +$130K 0.3% 55
2022
Q1 		$2.34M Buy
10,911
+275
+3% +$58.4K 0.29% 53
2021
Q4 		$2.28M Buy
10,636
+363
+4% +$73.8K 0.26% 65
2021
Q3 		$1.87M Buy
10,273
+617
+6% +$122K 0.24% 66
2021
Q2 		$2.01M Buy
9,656
+903
+10% +$181K 1.96% 9
2021
Q1 		$1.49M Buy
+8,753
New +$1.42M 0.61% 28

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cypress Capital's UPS Position: Q1 2025 in Review

Cypress Capital sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 13,982 shares — an estimated $1.76M sold.

Cypress Capital first reported a position in UPS in Q1 2021 and held it in 16 quarters. The position peaked at $2.41M in Q1 2023. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Cypress Capital reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Cypress Capital sold 13,982 United Parcel Service shares in Q1 2025, an estimated $1.76M.
  • Cypress Capital first reported a position in United Parcel Service in Q1 2021 and held it in 16 quarters.
  • Cypress Capital's United Parcel Service position peaked at $2.41M in Q1 2023.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Cypress Capital's 13F filing for Q1 2025, filed 25 Apr 2025.