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Fulcrum Equity Management’s United Parcel Service UPS Stock Holding History

Fulcrum Equity Management’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
-1,637
Closed -$223K – 157
2024
Q3 		$223K Sell
1,637
-695
-30% -$91.2K 0.19% 126
2024
Q2 		$319K Buy
2,332
+462
+25% +$66.1K 0.29% 103
2024
Q1 		$278K Buy
1,870
+67
+4% +$10.2K 0.33% 93
2023
Q4 		$283K Sell
1,803
-288
-14% -$43.5K 0.35% 81
2023
Q3 		$326K Buy
+2,091
New +$361K 0.38% 66
2023
Q2 		– Sell
-1,257
Closed -$244K – 115
2023
Q1 		$244K Buy
+1,257
New +$231K 0.23% 81

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

Fulcrum Equity Management's UPS Position: Q4 2024 in Review

Fulcrum Equity Management sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,637 shares — an estimated $223K sold.

Fulcrum Equity Management first reported a position in UPS in Q1 2023 and held it in 6 quarters. The position peaked at $326K in Q3 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Fulcrum Equity Management reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 1,637 United Parcel Service shares in Q4 2024, an estimated $223K.
  • Fulcrum Equity Management first reported a position in United Parcel Service in Q1 2023 and held it in 6 quarters.
  • Fulcrum Equity Management's United Parcel Service position peaked at $326K in Q3 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.