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Eudaimonia Advisors’s United Parcel Service UPS Stock Holding History

Eudaimonia 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
Q1 		$393K Hold
2,641
– – 0.21% 119
2023
Q4 		$415K Hold
2,641
– – 0.27% 106
2023
Q3 		$412K Sell
2,641
-57
-2% -$9.84K 0.29% 95
2023
Q2 		$484K Buy
2,698
+1
+0% +$178 0.32% 86
2023
Q1 		$523K Hold
2,697
– – 0.35% 85
2022
Q4 		$469K Hold
2,697
– – 0.32% 84
2022
Q3 		$436K Buy
2,697
+133
+5% +$25.2K 0.3% 84
2022
Q2 		$468K Sell
2,564
-309
-11% -$56.4K 0.32% 85
2022
Q1 		$616K Sell
2,873
-32
-1% -$6.8K 0.35% 82
2021
Q4 		$623K Buy
+2,905
New +$591K 0.37% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Eudaimonia Advisors's UPS Position: Q1 2024 in Review

Eudaimonia Advisors held its United Parcel Service (UPS) position steady in Q1 2024 at 2,641 shares worth $393K. The position accounts for 0.21% of the portfolio, ranked #119.

Eudaimonia Advisors first reported a position in UPS in Q4 2021 and has held it in 10 quarters since. The position peaked at $623K in Q4 2021. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Eudaimonia Advisors held 2,641 shares of United Parcel Service worth $393K as of Q1 2024.
  • Eudaimonia Advisors left its United Parcel Service share count unchanged in Q1 2024.
  • United Parcel Service made up 0.21% of Eudaimonia Advisors's portfolio in Q1 2024, its #119 holding.
  • Eudaimonia Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 10 quarters since.
  • Eudaimonia Advisors's United Parcel Service position peaked at $623K in Q4 2021.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.