Enclave Advisors’s United Parcel Service UPS Stock Holding History

Enclave Advisors’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	–	Sell	-1,879	Closed	-$256K	–	128
2024 Q3	$256K	Buy	+1,879	New	+$247K	0.04%	104

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

Enclave Advisors's UPS Position: Q4 2024 in Review

Enclave Advisors sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,879 shares — an estimated $256K sold.

Enclave Advisors first reported a position in UPS in Q3 2024 and held it in 1 quarter. The position peaked at $256K in Q3 2024. 2,290 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

Enclave Advisors reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
Enclave Advisors sold 1,879 United Parcel Service shares in Q4 2024, an estimated $256K.
Enclave Advisors first reported a position in United Parcel Service in Q3 2024 and held it in 1 quarter.
Enclave Advisors's United Parcel Service position peaked at $256K in Q3 2024.
2,290 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Enclave Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.