Elk River Wealth Management’s United Parcel Service UPS Stock Holding History

Elk River 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 Q1	–	Sell	-3,364	Closed	-$529K	–	114
2023 Q4	$529K	Sell	3,364 -650	-16%	-$98.3K	0.1%	75
2023 Q3	$626K	Hold	4,014	–	–	0.14%	62
2023 Q2	$720K	Hold	4,014	–	–	0.15%	58
2023 Q1	$779K	Hold	4,014	–	–	0.18%	59
2022 Q4	$698K	Sell	4,014 -650	-14%	-$113K	0.17%	65
2022 Q3	$753K	Hold	4,664	–	–	0.2%	60
2022 Q2	$851K	Hold	4,664	–	–	0.22%	60
2022 Q1	$1M	Hold	4,664	–	–	0.22%	63
2021 Q4	$1M	Sell	4,664 -150	-3%	-$30.5K	0.23%	62
2021 Q3	$877K	Hold	4,814	–	–	0.22%	61
2021 Q2	$1M	Hold	4,814	–	–	0.26%	62
2021 Q1	$818K	Buy	4,814 +150	+3%	+$24.3K	0.23%	63
2020 Q4	$785K	Buy	+4,664	New	+$787K	0.26%	65

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Elk River Wealth Management's UPS Position: Q1 2024 in Review

Elk River Wealth Management sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 3,364 shares — an estimated $529K sold.

Elk River Wealth Management first reported a position in UPS in Q4 2020 and held it in 13 quarters. The position peaked at $1M in Q2 2021. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

Elk River Wealth Management reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
Elk River Wealth Management sold 3,364 United Parcel Service shares in Q1 2024, an estimated $529K.
Elk River Wealth Management first reported a position in United Parcel Service in Q4 2020 and held it in 13 quarters.
Elk River Wealth Management's United Parcel Service position peaked at $1M in Q2 2021.
2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Elk River Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.