Dechtman Wealth Management’s United Parcel Service UPS Stock Holding History

Dechtman Wealth Management’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	$372K	Sell	2,954 -151	-5%	-$19.9K	0.07%	43
2024 Q3	$423K	Buy	3,105 +39	+1%	+$5.12K	0.09%	41
2024 Q2	$420K	Buy	3,066 +118	+4%	+$16.9K	0.09%	36
2024 Q1	$438K	Buy	2,948 +30	+1%	+$4.56K	0.1%	41
2023 Q4	$458K	Buy	2,918 +31	+1%	+$4.69K	0.12%	32
2023 Q3	$450K	Sell	2,887 -48	-2%	-$8.29K	0.13%	29
2023 Q2	$526K	Buy	+2,935	New	+$521K	0.16%	27

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Dechtman Wealth Management's UPS Position: Q4 2024 in Review

Dechtman Wealth Management reduced its United Parcel Service (UPS) stake by 4.9% in Q4 2024, selling an estimated $19.9K and leaving 2,954 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #43.

Dechtman Wealth Management first reported a position in UPS in Q2 2023 and has held it in 7 quarters since. The position peaked at $526K in Q2 2023. 2,290 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

Dechtman Wealth Management held 2,954 shares of United Parcel Service worth $372K as of Q4 2024.
Dechtman Wealth Management sold 151 United Parcel Service shares in Q4 2024, an estimated $19.9K.
United Parcel Service made up 0.07% of Dechtman Wealth Management's portfolio in Q4 2024, its #43 holding.
Dechtman Wealth Management first reported a position in United Parcel Service in Q2 2023 and has held it in 7 quarters since.
Dechtman Wealth Management's United Parcel Service position peaked at $526K in Q2 2023.
2,290 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.