GAM
UPS icon

Grandview Asset Management’s United Parcel Service UPS Stock Holding History

Grandview Asset 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
Q2 		– Sell
-2,396
Closed -$356K – 99
2024
Q1 		$356K Sell
2,396
-134
-5% -$20.4K 0.16% 82
2023
Q4 		$398K Sell
2,530
-66
-3% -$9.98K 0.21% 73
2023
Q3 		$405K Buy
+2,596
New +$448K 0.23% 73
2023
Q2 		– Sell
-3,649
Closed -$708K – 106
2023
Q1 		$708K Sell
3,649
-462
-11% -$84.7K 0.42% 58
2022
Q4 		$715K Sell
4,111
-2
-0% -$346 0.45% 54
2022
Q3 		$664K Sell
4,113
-144
-3% -$27.3K 0.42% 57
2022
Q2 		$777K Sell
4,257
-237
-5% -$43.2K 0.43% 54
2022
Q1 		$964K Buy
4,494
+182
+4% +$38.7K 0.41% 59
2021
Q4 		$924K Buy
+4,312
New +$877K 0.37% 60
2021
Q3 		– Sell
-4,620
Closed -$961K – 112
2021
Q2 		$961K Buy
4,620
+791
+21% +$158K 0.53% 50
2021
Q1 		$651K Buy
3,829
+572
+18% +$92.5K 0.35% 69
2020
Q4 		$549K Buy
+3,257
New +$550K 0.36% 68

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Grandview Asset Management's UPS Position: Q2 2024 in Review

Grandview Asset Management sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 2,396 shares — an estimated $356K sold.

Grandview Asset Management first reported a position in UPS in Q4 2020 and held it in 12 quarters. The position peaked at $964K in Q1 2022. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • Grandview Asset Management reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • Grandview Asset Management sold 2,396 United Parcel Service shares in Q2 2024, an estimated $356K.
  • Grandview Asset Management first reported a position in United Parcel Service in Q4 2020 and held it in 12 quarters.
  • Grandview Asset Management's United Parcel Service position peaked at $964K in Q1 2022.
  • 2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on Grandview Asset Management's 13F filing for Q2 2024, filed 16 Jul 2024.