Garda Capital Partners’s United Parcel Service UPS Stock Holding History

Garda Capital Partners’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 Q3	–	Sell	-5,210	Closed	-$684K	–	584
2024 Q2	$713K	Buy	+5,210	New	+$746K	0.03%	369
2023 Q4	–	Sell	-2,827	Closed	-$427K	–	693
2023 Q3	$441K	Buy	+2,827	New	+$488K	0.02%	571
2023 Q1	–	Sell	-1,539	Closed	-$282K	–	465
2022 Q4	$268K	Buy	+1,539	New	+$266K	0.01%	355

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Garda Capital Partners's UPS Position: Q3 2024 in Review

Garda Capital Partners sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 5,210 shares — an estimated $684K sold.

Garda Capital Partners first reported a position in UPS in Q4 2022 and held it in 3 quarters. The position peaked at $713K in Q2 2024. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

Garda Capital Partners reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
Garda Capital Partners sold 5,210 United Parcel Service shares in Q3 2024, an estimated $684K.
Garda Capital Partners first reported a position in United Parcel Service in Q4 2022 and held it in 3 quarters.
Garda Capital Partners's United Parcel Service position peaked at $713K in Q2 2024.
2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Garda Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.