Founders Financial Securities’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
Q4 | – | Sell |
-3,180
| Closed | -$434K | – | 462 |
|
|
2024
Q3 | $434K | Sell |
3,180
-1,848
| -37% | -$243K | 0.04% | 291 |
|
|
2024
Q2 | $688K | Sell |
5,028
-2,269
| -31% | -$325K | 0.07% | 232 |
|
|
2024
Q1 | $1.08M | Buy |
7,297
+271
| +4% | +$41.2K | 0.11% | 158 |
|
|
2023
Q4 | $1.1M | Sell |
7,026
-154
| -2% | -$23.3K | 0.12% | 149 |
|
|
2023
Q3 | $1.12M | Buy |
7,180
+491
| +7% | +$84.8K | 0.15% | 124 |
|
|
2023
Q2 | $1.2M | Sell |
6,689
-351
| -5% | -$62.3K | 0.16% | 121 |
|
|
2023
Q1 | $1.37M | Buy |
7,040
+52
| +0.7% | +$9.54K | 0.2% | 102 |
|
|
2022
Q4 | $1.21M | Buy |
6,988
+174
| +3% | +$30.1K | 0.19% | 117 |
|
|
2022
Q3 | $1.1M | Sell |
6,814
-314
| -4% | -$59.5K | 0.19% | 107 |
|
|
2022
Q2 | $1.3M | Buy |
7,128
+180
| +3% | +$32.8K | 0.25% | 82 |
|
|
2022
Q1 | $1.49M | Buy |
6,948
+359
| +5% | +$76.3K | 0.26% | 79 |
|
|
2021
Q4 | $1.41M | Buy |
6,589
+42
| +0.6% | +$8.54K | 0.25% | 83 |
|
|
2021
Q3 | $1.19M | Buy |
6,547
+418
| +7% | +$82.5K | 0.24% | 91 |
|
|
2021
Q2 | $1.27M | Sell |
6,129
-74
| -1% | -$14.8K | 0.25% | 86 |
|
|
2021
Q1 | $1.05M | Buy |
6,203
+963
| +18% | +$156K | 0.24% | 86 |
|
|
2020
Q4 | $882K | Buy |
5,240
+917
| +21% | +$155K | 0.21% | 88 |
|
|
2020
Q3 | $720K | Buy |
4,323
+268
| +7% | +$39K | 0.23% | 69 |
|
|
2020
Q2 | $456K | Buy |
4,055
+933
| +30% | +$93.1K | 0.15% | 104 |
|
|
2020
Q1 | $292K | Buy |
3,122
+522
| +20% | +$54.1K | 0.11% | 96 |
|
|
2019
Q4 | $304K | Buy |
2,600
+499
| +24% | +$59.1K | 0.1% | 101 |
|
|
2019
Q3 | $252K | Buy |
+2,101
| New | +$240K | 0.08% | 116 |
|
|
2017
Q1 | – | Sell |
-5,414
| Closed | -$621K | – | 111 |
|
|
2016
Q4 | $621K | Sell |
5,414
-92
| -2% | -$10.4K | 0.26% | 50 |
|
|
2016
Q3 | $602K | Sell |
5,506
-23,317
| -81% | -$2.55M | 0.26% | 57 |
|
|
2016
Q2 | $3.1M | Sell |
28,823
-210
| -0.7% | -$21.9K | 1.42% | 27 |
|
|
2016
Q1 | $3.06M | Buy |
29,033
+108
| +0.4% | +$10.5K | 1.44% | 25 |
|
|
2015
Q4 | $2.78M | Buy |
28,925
+631
| +2% | +$64.5K | 1.29% | 28 |
|
|
2015
Q3 | $2.79M | Buy |
28,294
+2,257
| +9% | +$223K | 1.38% | 25 |
|
|
2015
Q2 | $2.52M | Buy |
26,037
+1,243
| +5% | +$123K | 1.26% | 24 |
|
|
2015
Q1 | $2.4M | Buy |
24,794
+4,706
| +23% | +$483K | 1.24% | 31 |
|
|
2014
Q4 | $2.23M | Buy |
+20,088
| New | +$2.12M | 1.33% | 25 |
|
Other funds holding UPS
Founders Financial Securities's UPS Position: Q4 2024 in Review
Founders Financial Securities sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 3,180 shares — an estimated $434K sold.
Founders Financial Securities first reported a position in UPS in Q4 2014 and held it in 30 quarters. The position peaked at $3.1M in Q2 2016. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.
- Founders Financial Securities reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
- Founders Financial Securities sold 3,180 United Parcel Service shares in Q4 2024, an estimated $434K.
- Founders Financial Securities first reported a position in United Parcel Service in Q4 2014 and held it in 30 quarters.
- Founders Financial Securities's United Parcel Service position peaked at $3.1M in Q2 2016.
- 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.
Based on Founders Financial Securities's 13F filing for Q4 2024, filed 10 Feb 2025.