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UPS icon

Diversified’s United Parcel Service UPS Stock Holding History

Diversified’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
Q3 		$209K Sell
1,530
-22
-1% -$2.89K 0.02% 221
2024
Q2 		$212K Buy
1,552
+131
+9% +$18.8K 0.03% 219
2024
Q1 		$211K Buy
1,421
+11
+0.8% +$1.67K 0.03% 167
2023
Q4 		$222K Hold
1,410
– – 0.05% 140
2023
Q3 		$220K Buy
1,410
+61
+5% +$10.5K 0.06% 125
2023
Q2 		$242K Sell
1,349
-15
-1% -$2.66K 0.06% 123
2023
Q1 		$265K Buy
1,364
+8
+0.6% +$1.47K 0.09% 117
2022
Q4 		$236K Buy
+1,356
New +$235K 0.09% 128
2021
Q1 		– Sell
-649
Closed -$108K – 317
2020
Q4 		$108K Buy
+649
New +$110K 0.09% 137

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Diversified's UPS Position: Q3 2024 in Review

Diversified reduced its United Parcel Service (UPS) stake by 1.4% in Q3 2024, selling an estimated $2.89K and leaving 1,530 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #221.

Diversified first reported a position in UPS in Q4 2020 and has held it in 9 quarters since. The position peaked at $265K in Q1 2023. 2,162 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Diversified held 1,530 shares of United Parcel Service worth $209K as of Q3 2024.
  • Diversified sold 22 United Parcel Service shares in Q3 2024, an estimated $2.89K.
  • United Parcel Service made up 0.02% of Diversified's portfolio in Q3 2024, its #221 holding.
  • Diversified first reported a position in United Parcel Service in Q4 2020 and has held it in 9 quarters since.
  • Diversified's United Parcel Service position peaked at $265K in Q1 2023.
  • 2,162 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.