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Encompass Wealth Advisors’s United Parcel Service UPS Stock Holding History

Encompass Wealth 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
-3,134
Closed -$427K – 133
2024
Q3 		$427K Hold
3,134
– – 0.11% 162
2024
Q2 		$429K Sell
3,134
-2,728
-47% -$391K 0.11% 150
2024
Q1 		$871K Buy
5,862
+2,695
+85% +$410K 0.23% 91
2023
Q4 		$498K Buy
3,167
+1,625
+105% +$246K 0.15% 127
2023
Q3 		$240K Sell
1,542
-50
-3% -$8.63K 0.08% 179
2023
Q2 		$285K Hold
1,592
– – 0.09% 166
2023
Q1 		$309K Sell
1,592
-317
-17% -$58.1K 0.11% 156
2022
Q4 		$332K Hold
1,909
– – 0.12% 146
2022
Q3 		$308K Buy
+1,909
New +$361K 0.12% 146
2021
Q1 		– Sell
-1,975
Closed -$333K – 359
2020
Q4 		$333K Buy
+1,975
New +$333K 0.19% 78

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Encompass Wealth Advisors's UPS Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 3,134 shares — an estimated $427K sold.

Encompass Wealth Advisors first reported a position in UPS in Q4 2020 and held it in 10 quarters. The position peaked at $871K in Q1 2024. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Encompass Wealth Advisors reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Encompass Wealth Advisors sold 3,134 United Parcel Service shares in Q4 2024, an estimated $427K.
  • Encompass Wealth Advisors first reported a position in United Parcel Service in Q4 2020 and held it in 10 quarters.
  • Encompass Wealth Advisors's United Parcel Service position peaked at $871K in Q1 2024.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.