Fort Sheridan Advisors’s United Parcel Service UPS Stock Holding History

Fort Sheridan 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
2025 Q1	–	Sell	-1,636	Closed	-$206K	–	255
2024 Q4	$206K	Buy	+1,636	New	+$215K	0.03%	237
2024 Q3	–	Sell	-1,515	Closed	-$207K	–	253
2024 Q2	$207K	Buy	1,515 +115	+8%	+$16.5K	0.03%	221
2024 Q1	$208K	Hold	1,400	–	–	0.04%	193
2023 Q4	$220K	Hold	1,400	–	–	0.04%	178
2023 Q3	$218K	Sell	1,400 -250	-15%	-$43.2K	0.05%	172
2023 Q2	$296K	Hold	1,650	–	–	0.07%	154
2023 Q1	$320K	Hold	1,650	–	–	0.08%	144
2022 Q4	$287K	Sell	1,650 -150	-8%	-$26K	0.09%	142
2022 Q3	$291K	Hold	1,800	–	–	0.1%	137
2022 Q2	$329K	Sell	1,800 -600	-25%	-$109K	0.11%	124
2022 Q1	$515K	Sell	2,400 -60	-2%	-$12.7K	0.15%	103
2021 Q4	$527K	Hold	2,460	–	–	0.15%	105
2021 Q3	$448K	Buy	2,460 +786	+47%	+$155K	0.15%	111
2021 Q2	$348K	Sell	1,674 -286	-15%	-$57.2K	0.12%	125
2021 Q1	$333K	Buy	1,960 +750	+62%	+$121K	0.13%	106
2020 Q4	$204K	Buy	+1,210	New	+$204K	0.1%	114

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fort Sheridan Advisors's UPS Position: Q1 2025 in Review

Fort Sheridan Advisors sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,636 shares — an estimated $206K sold.

Fort Sheridan Advisors first reported a position in UPS in Q4 2020 and held it in 16 quarters. The position peaked at $527K in Q4 2021. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Fort Sheridan Advisors reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Fort Sheridan Advisors sold 1,636 United Parcel Service shares in Q1 2025, an estimated $206K.
Fort Sheridan Advisors first reported a position in United Parcel Service in Q4 2020 and held it in 16 quarters.
Fort Sheridan Advisors's United Parcel Service position peaked at $527K in Q4 2021.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Fort Sheridan Advisors's 13F filing for Q1 2025, filed 1 May 2025.