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Drake & Associates’s United Parcel Service UPS Stock Holding History

Drake & Associates’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
Q2 		– Sell
-1,428
Closed -$212K – 89
2024
Q1 		$212K Sell
1,428
-400
-22% -$60.8K 0.08% 78
2023
Q4 		$287K Hold
1,828
– – 0.12% 63
2023
Q3 		$285K Sell
1,828
-87
-5% -$15K 0.13% 58
2023
Q2 		$343K Sell
1,915
-89
-4% -$15.8K 0.15% 53
2023
Q1 		$389K Sell
2,004
-123
-6% -$22.6K 0.19% 36
2022
Q4 		$370K Buy
2,127
+105
+5% +$18.2K 0.2% 40
2022
Q3 		$327K Sell
2,022
-59
-3% -$11.2K 0.19% 30
2022
Q2 		$380K Buy
+2,081
New +$380K 0.21% 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
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
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

Drake & Associates's UPS Position: Q2 2024 in Review

Drake & Associates sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 1,428 shares — an estimated $212K sold.

Drake & Associates first reported a position in UPS in Q2 2022 and held it in 8 quarters. The position peaked at $389K in Q1 2023. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Drake & Associates reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • Drake & Associates sold 1,428 United Parcel Service shares in Q2 2024, an estimated $212K.
  • Drake & Associates first reported a position in United Parcel Service in Q2 2022 and held it in 8 quarters.
  • Drake & Associates's United Parcel Service position peaked at $389K in Q1 2023.
  • 2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Drake & Associates's 13F filing for Q2 2024, filed 5 Aug 2024.