E
UPS icon

ETFidea’s United Parcel Service UPS Stock Holding History

ETFidea’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
Q3 		$317K Sell
2,326
-10
-0.4% -$1.31K 0.1% 95
2024
Q2 		$320K Buy
2,336
+1
+0% +$143 0.11% 92
2024
Q1 		$347K Hold
2,335
– – 0.12% 88
2023
Q4 		$367K Buy
2,335
+1
+0% +$151 0.14% 83
2023
Q3 		$364K Buy
2,334
+50
+2% +$8.63K 0.15% 82
2023
Q2 		$409K Hold
2,284
– – 0.17% 77
2023
Q1 		$443K Hold
2,284
– – 0.19% 76
2022
Q4 		$397K Sell
2,284
-140
-6% -$24.2K 0.18% 75
2022
Q3 		$392K Hold
2,424
– – 0.2% 73
2022
Q2 		$442K Buy
2,424
+190
+9% +$34.7K 0.22% 71
2022
Q1 		$479K Hold
2,234
– – 0.21% 70
2021
Q4 		$479K Buy
+2,234
New +$454K 0.19% 75

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ETFidea's UPS Position: Q3 2024 in Review

ETFidea reduced its United Parcel Service (UPS) stake by 0.43% in Q3 2024, selling an estimated $1.31K and leaving 2,326 shares worth $317K. The position accounts for 0.1% of the portfolio, ranked #95.

ETFidea first reported a position in UPS in Q4 2021 and has held it in 12 quarters since. The position peaked at $479K in Q1 2022. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • ETFidea held 2,326 shares of United Parcel Service worth $317K as of Q3 2024.
  • ETFidea sold 10 United Parcel Service shares in Q3 2024, an estimated $1.31K.
  • United Parcel Service made up 0.1% of ETFidea's portfolio in Q3 2024, its #95 holding.
  • ETFidea first reported a position in United Parcel Service in Q4 2021 and has held it in 12 quarters since.
  • ETFidea's United Parcel Service position peaked at $479K in Q1 2022.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.