Echo Street Capital Management’s United Parcel Service UPS Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-1,384	Closed	-$216K	–	406
2023 Q3	$216K	Buy	+1,384	New	+$239K	﹤0.01%	425
2022 Q4	–	Sell	-3,669	Closed	-$593K	–	656
2022 Q3	$593K	Buy	+3,669	New	+$695K	0.01%	239
2022 Q1	–	Sell	-4,409	Closed	-$945K	–	750
2021 Q4	$945K	Buy	+4,409	New	+$897K	0.01%	264
2021 Q3	–	Sell	-970	Closed	-$202K	–	760
2021 Q2	$202K	Sell	970 -402	-29%	-$80.4K	﹤0.01%	553
2021 Q1	$233K	Buy	+1,372	New	+$222K	﹤0.01%	468
2018 Q3	–	Sell	-147,856	Closed	-$15.7M	–	193
2018 Q2	$15.7M	Buy	147,856 +849	+0.6%	+$95.4K	0.38%	94
2018 Q1	$15.4M	Buy	147,007 +78,153	+114%	+$9.03M	0.45%	77
2017 Q4	$8.2M	Buy	+68,854	New	+$8.09M	0.25%	114
2017 Q3	–	Sell	-68,031	Closed	-$7.52M	–	153
2017 Q2	$7.52M	Buy	68,031 +477	+0.7%	+$51K	0.28%	95
2017 Q1	$7.25M	Buy	+67,554	New	+$7.38M	0.24%	106

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Echo Street Capital Management's UPS Position: Q4 2023 in Review

Echo Street Capital Management sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 1,384 shares — an estimated $216K sold.

Echo Street Capital Management first reported a position in UPS in Q1 2017 and held it in 10 quarters. The position peaked at $15.7M in Q2 2018. 2,264 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

Echo Street Capital Management reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,384 United Parcel Service shares in Q4 2023, an estimated $216K.
Echo Street Capital Management first reported a position in United Parcel Service in Q1 2017 and held it in 10 quarters.
Echo Street Capital Management's United Parcel Service position peaked at $15.7M in Q2 2018.
2,264 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.