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First Trust Direct Indexing’s United Parcel Service UPS Stock Holding History

First Trust Direct Indexing’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
-20,459
Closed -$2.79M – 876
2024
Q3 		$2.79M Buy
20,459
+5,150
+34% +$676K 0.15% 128
2024
Q2 		$2.1M Sell
15,309
-1,268
-8% -$182K 0.13% 154
2024
Q1 		$2.46M Buy
16,577
+2,349
+17% +$357K 0.18% 112
2023
Q4 		$2.24M Buy
14,228
+1,780
+14% +$269K 0.2% 108
2023
Q3 		$1.94M Sell
12,448
-1,536
-11% -$265K 0.22% 99
2023
Q2 		$2.51M Sell
13,984
-385
-3% -$68.4K 0.28% 63
2023
Q1 		$2.79M Buy
14,369
+511
+4% +$93.7K 0.33% 50
2022
Q4 		$2.41M Buy
13,858
+461
+3% +$79.8K 0.32% 61
2022
Q3 		$2.16M Buy
13,397
+182
+1% +$34.5K 0.32% 56
2022
Q2 		$2.41M Sell
13,215
-23
-0.2% -$4.2K 0.34% 55
2022
Q1 		$2.84M Buy
13,238
+1,393
+12% +$296K 0.35% 52
2021
Q4 		$2.54M Buy
11,845
+638
+6% +$130K 0.33% 58
2021
Q3 		$2.04M Buy
11,207
+449
+4% +$88.6K 0.29% 66
2021
Q2 		$2.24M Buy
10,758
+3,109
+41% +$622K 0.33% 57
2021
Q1 		$1.3M Buy
7,649
+445
+6% +$72K 0.35% 65
2020
Q4 		$1.21M Buy
+7,204
New +$1.22M 0.33% 50

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

First Trust Direct Indexing's UPS Position: Q4 2024 in Review

First Trust Direct Indexing sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 20,459 shares — an estimated $2.79M sold.

First Trust Direct Indexing first reported a position in UPS in Q4 2020 and held it in 16 quarters. The position peaked at $2.84M in Q1 2022. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • First Trust Direct Indexing reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 20,459 United Parcel Service shares in Q4 2024, an estimated $2.79M.
  • First Trust Direct Indexing first reported a position in United Parcel Service in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's United Parcel Service position peaked at $2.84M in Q1 2022.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.