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Essex Savings Bank’s United Parcel Service UPS Stock Holding History

Essex Savings Bank’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
2025
Q2 		– Sell
-5,795
Closed -$637K – 319
2025
Q1 		$637K Sell
5,795
-354
-6% -$42.3K 0.16% 127
2024
Q4 		$775K Sell
6,149
-204
-3% -$26.8K 0.19% 107
2024
Q3 		$866K Sell
6,353
-167
-3% -$21.9K 0.22% 102
2024
Q2 		$892K Sell
6,520
-654
-9% -$93.6K 0.24% 91
2024
Q1 		$1.13M Hold
7,174
– – 0.33% 76
2023
Q4 		$1.13M Buy
7,174
+1,570
+28% +$237K 0.33% 76
2023
Q3 		$873K Buy
5,604
+56
+1% +$9.67K 0.29% 77
2023
Q2 		$994K Buy
5,548
+237
+4% +$42.1K 0.33% 71
2023
Q1 		$1.03M Buy
5,311
+76
+1% +$13.9K 0.36% 69
2022
Q4 		$910K Sell
5,235
-163
-3% -$28.2K 0.32% 73
2022
Q3 		$872K Buy
5,398
+159
+3% +$30.1K 0.35% 71
2022
Q2 		$956K Buy
5,239
+1,025
+24% +$187K 0.37% 68
2022
Q1 		$904K Buy
4,214
+1,106
+36% +$235K 0.3% 79
2021
Q4 		$666K Sell
3,108
-57
-2% -$11.6K 0.23% 104
2021
Q3 		$619K Buy
3,165
+226
+8% +$44.6K 0.23% 103
2021
Q2 		$630K Sell
2,939
-106
-3% -$21.2K 0.24% 101
2021
Q1 		$480K Buy
3,045
+5
+0.2% +$809 0.21% 109
2020
Q4 		$512K Sell
3,040
-62
-2% -$10.5K 0.23% 101
2020
Q3 		$517K Buy
3,102
+110
+4% +$16K 0.25% 96
2020
Q2 		$333K Buy
2,992
+326
+12% +$32.5K 0.2% 123
2020
Q1 		$249K Sell
2,666
-348
-12% -$36.1K 0.18% 126
2019
Q4 		$353K Buy
3,014
+24
+0.8% +$2.84K 0.18% 120
2019
Q3 		$358K Sell
2,990
-1,670
-36% -$191K 0.19% 116
2019
Q2 		$482K Buy
4,660
+2,358
+102% +$245K 0.17% 126
2019
Q1 		$257K Buy
2,302
+227
+11% +$24.1K 0.15% 121
2018
Q4 		$202K Buy
+2,075
New +$225K 0.13% 135

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Essex Savings Bank's UPS Position: Q2 2025 in Review

Essex Savings Bank sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 5,795 shares — an estimated $637K sold.

Essex Savings Bank first reported a position in UPS in Q4 2018 and held it in 26 quarters. The position peaked at $1.13M in Q1 2024. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Essex Savings Bank reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Essex Savings Bank sold 5,795 United Parcel Service shares in Q2 2025, an estimated $637K.
  • Essex Savings Bank first reported a position in United Parcel Service in Q4 2018 and held it in 26 quarters.
  • Essex Savings Bank's United Parcel Service position peaked at $1.13M in Q1 2024.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Essex Savings Bank's 13F filing for Q2 2025, filed 11 Jul 2025.