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Fulcrum Capital’s United Parcel Service UPS Stock Holding History

Fulcrum Capital’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
Q2 		– Sell
-1,622
Closed -$241K – 118
2024
Q1 		$241K Buy
1,622
+239
+17% +$36.3K 0.06% 104
2023
Q4 		$217K Buy
+1,383
New +$209K 0.06% 113
2023
Q3 		– Sell
-1,219
Closed -$219K – 119
2023
Q2 		$219K Buy
1,219
+68
+6% +$12.1K 0.06% 113
2023
Q1 		$223K Buy
+1,151
New +$211K 0.06% 109

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fulcrum Capital's UPS Position: Q2 2024 in Review

Fulcrum Capital sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 1,622 shares — an estimated $241K sold.

Fulcrum Capital first reported a position in UPS in Q1 2023 and held it in 4 quarters. The position peaked at $241K in Q1 2024. 2,176 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Fulcrum Capital reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • Fulcrum Capital sold 1,622 United Parcel Service shares in Q2 2024, an estimated $241K.
  • Fulcrum Capital first reported a position in United Parcel Service in Q1 2023 and held it in 4 quarters.
  • Fulcrum Capital's United Parcel Service position peaked at $241K in Q1 2024.
  • 2,176 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Fulcrum Capital's 13F filing for Q2 2024, filed 22 Jul 2024.