First Personal Financial Services’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $51.8K | Sell |
380
-16
| -4% | -$2.1K | 0.01% | 193 |
|
|
2024
Q2 | $54.2K | Hold |
396
| – | – | 0.01% | 190 |
|
|
2024
Q1 | $58.9K | Hold |
396
| – | – | 0.01% | 181 |
|
|
2023
Q4 | $62.3K | Hold |
396
| – | – | 0.02% | 191 |
|
|
2023
Q3 | $61.7K | Sell |
396
-25
| -6% | -$4.32K | 0.02% | 186 |
|
|
2023
Q2 | $75.5K | Buy |
421
+25
| +6% | +$4.44K | 0.02% | 177 |
|
|
2023
Q1 | $76.8K | Hold |
396
| – | – | 0.02% | 171 |
|
|
2022
Q4 | $68.8K | Hold |
396
| – | – | 0.02% | 182 |
|
|
2022
Q3 | $64K | Sell |
396
-55
| -12% | -$10.4K | 0.02% | 171 |
|
|
2022
Q2 | $82K | Hold |
451
| – | – | 0.02% | 148 |
|
|
2022
Q1 | $97K | Hold |
451
| – | – | 0.02% | 149 |
|
|
2021
Q4 | $97K | Buy |
451
+54
| +14% | +$11K | 0.02% | 151 |
|
|
2021
Q3 | $72K | Hold |
397
| – | – | 0.02% | 165 |
|
|
2021
Q2 | $83K | Hold |
397
| – | – | 0.02% | 157 |
|
|
2021
Q1 | $67K | Hold |
397
| – | – | 0.02% | 170 |
|
|
2020
Q4 | $67K | Hold |
397
| – | – | 0.02% | 166 |
|
|
2020
Q3 | $66K | Hold |
397
| – | – | 0.02% | 166 |
|
|
2020
Q2 | $44K | Hold |
397
| – | – | 0.02% | 192 |
|
|
2020
Q1 | $37K | Sell |
397
-34
| -8% | -$3.52K | 0.01% | 201 |
|
|
2019
Q4 | $50K | Sell |
431
-1,332
| -76% | -$158K | 0.02% | 195 |
|
|
2019
Q3 | $211K | Sell |
1,763
-850
| -33% | -$97.2K | 0.07% | 129 |
|
|
2019
Q2 | $270K | Buy |
2,613
+34
| +1% | +$3.54K | 0.08% | 145 |
|
|
2019
Q1 | $288K | Buy |
2,579
+55
| +2% | +$5.83K | 0.09% | 142 |
|
|
2018
Q4 | $246K | Buy |
2,524
+250
| +11% | +$27.1K | 0.08% | 149 |
|
|
2018
Q3 | $265K | Hold |
2,274
| – | – | 0.08% | 148 |
|
|
2018
Q2 | $242K | Sell |
2,274
-348
| -13% | -$39.1K | 0.08% | 156 |
|
|
2018
Q1 | $274K | Sell |
2,622
-135
| -5% | -$15.6K | 0.06% | 184 |
|
|
2017
Q4 | $328K | Hold |
2,757
| – | – | 0.06% | 184 |
|
|
2017
Q3 | $331K | Buy |
2,757
+40
| +1% | +$4.55K | 0.07% | 171 |
|
|
2017
Q2 | $300K | Buy |
2,717
+850
| +46% | +$90.9K | 0.07% | 181 |
|
|
2017
Q1 | $200K | Sell |
1,867
-287
| -13% | -$31.4K | 0.05% | 196 |
|
|
2016
Q4 | $247K | Hold |
2,154
| – | – | 0.07% | 170 |
|
|
2016
Q3 | $236K | Buy |
2,154
+61
| +3% | +$6.66K | 0.07% | 148 |
|
|
2016
Q2 | $225K | Buy |
2,093
+443
| +27% | +$46.1K | 0.08% | 147 |
|
|
2016
Q1 | $174K | Hold |
1,650
| – | – | 0.09% | 123 |
|
|
2015
Q4 | $159K | Sell |
1,650
-5
| -0.3% | -$511 | 0.09% | 124 |
|
|
2015
Q3 | $164K | Sell |
1,655
-41
| -2% | -$4.05K | 0.1% | 119 |
|
|
2015
Q2 | $165K | Hold |
1,696
| – | – | 0.1% | 116 |
|
|
2015
Q1 | $165K | Hold |
1,696
| – | – | 0.1% | 119 |
|
|
2014
Q4 | $188K | Buy |
+1,696
| New | +$179K | 0.11% | 114 |
|
Other funds holding UPS
First Personal Financial Services's UPS Position: Q3 2024 in Review
First Personal Financial Services reduced its United Parcel Service (UPS) stake by 4% in Q3 2024, selling an estimated $2.1K and leaving 380 shares worth $51.8K. The position accounts for 0.01% of the portfolio, ranked #193.
First Personal Financial Services first reported a position in UPS in Q4 2014 and has held it in 40 quarters since. The position peaked at $331K in Q3 2017. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.
- First Personal Financial Services held 380 shares of United Parcel Service worth $51.8K as of Q3 2024.
- First Personal Financial Services sold 16 United Parcel Service shares in Q3 2024, an estimated $2.1K.
- United Parcel Service made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #193 holding.
- First Personal Financial Services first reported a position in United Parcel Service in Q4 2014 and has held it in 40 quarters since.
- First Personal Financial Services's United Parcel Service position peaked at $331K in Q3 2017.
- 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.