Geller Advisors’s United Parcel Service UPS Stock Holding History

Geller 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
2024 Q4	$531K	Hold	4,211	–	–	0.03%	125
2024 Q3	$574K	Sell	4,211 -148	-3%	-$19.4K	0.04%	117
2024 Q2	$597K	Hold	4,359	–	–	0.04%	117
2024 Q1	$648K	Buy	4,359 +35	+0.8%	+$5.32K	0.05%	108
2023 Q4	$680K	Sell	4,324 -6	-0.1%	-$907	0.07%	95
2023 Q3	$675K	Sell	4,330 -37	-0.8%	-$6.39K	0.08%	76
2023 Q2	$783K	Buy	4,367 +2,996	+219%	+$532K	0.1%	68
2023 Q1	$266K	Buy	+1,371	New	+$251K	0.04%	139
2022 Q2	–	Sell	-1,069	Closed	-$229K	–	171
2022 Q1	$229K	Buy	+1,069	New	+$227K	0.04%	143

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Geller Advisors's UPS Position: Q4 2024 in Review

Geller Advisors held its United Parcel Service (UPS) position steady in Q4 2024 at 4,211 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #125.

Geller Advisors first reported a position in UPS in Q1 2022 and has held it in 9 quarters since. The position peaked at $783K in Q2 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

Geller Advisors held 4,211 shares of United Parcel Service worth $531K as of Q4 2024.
Geller Advisors left its United Parcel Service share count unchanged in Q4 2024.
United Parcel Service made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #125 holding.
Geller Advisors first reported a position in United Parcel Service in Q1 2022 and has held it in 9 quarters since.
Geller Advisors's United Parcel Service position peaked at $783K in Q2 2023.
2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.