Deane Retirement Strategies’s United Parcel Service UPS Stock Holding History

Deane Retirement Strategies’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	-21,870	Closed	-$2.98M	–	83
2024 Q3	$2.98M	Buy	21,870 +51	+0.2%	+$6.7K	1.45%	30
2024 Q2	$2.98M	Buy	+21,819	New	+$3.12M	1.53%	30
2024 Q1	–	Sell	-21,965	Closed	-$3.45M	–	84
2023 Q4	$3.45M	Buy	21,965 +106	+0.5%	+$16K	1.88%	18
2023 Q3	$3.41M	Buy	21,859 +11,047	+102%	+$1.91M	1.9%	14
2023 Q2	$1.94M	Buy	10,812 +71	+0.7%	+$12.6K	1.06%	27
2023 Q1	$2.08M	Buy	10,741 +43	+0.4%	+$7.89K	1.15%	26
2022 Q4	$1.86M	Sell	10,698 -50	-0.5%	-$8.65K	1.04%	29
2022 Q3	$1.74M	Buy	10,748 +306	+3%	+$57.9K	1.07%	26
2022 Q2	$1.93M	Buy	+10,442	New	+$1.9M	1.2%	19
2016 Q4	–	Sell	-21,697	Closed	-$2.37M	–	57
2016 Q3	$2.37M	Buy	+21,697	New	+$2.37M	2.16%	17

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

Deane Retirement Strategies's UPS Position: Q4 2024 in Review

Deane Retirement Strategies sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 21,870 shares — an estimated $2.98M sold.

Deane Retirement Strategies first reported a position in UPS in Q3 2016 and held it in 10 quarters. The position peaked at $3.45M in Q4 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

Deane Retirement Strategies reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
Deane Retirement Strategies sold 21,870 United Parcel Service shares in Q4 2024, an estimated $2.98M.
Deane Retirement Strategies first reported a position in United Parcel Service in Q3 2016 and held it in 10 quarters.
Deane Retirement Strategies's United Parcel Service position peaked at $3.45M in Q4 2023.
2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Deane Retirement Strategies's 13F filing for Q4 2024, filed 23 Jan 2025.