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Gray Wealth Management’s United Parcel Service UPS Stock Holding History

Gray Wealth 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 		$355K Sell
2,815
-54
-2% -$7.11K 0.13% 93
2024
Q3 		$391K Buy
2,869
+149
+5% +$19.6K 0.15% 85
2024
Q2 		$372K Sell
2,720
-49
-2% -$7.02K 0.16% 79
2024
Q1 		$412K Hold
2,769
– – 0.18% 73
2023
Q4 		$435K Sell
2,769
-166
-6% -$25.1K 0.21% 68
2023
Q3 		$457K Sell
2,935
-60
-2% -$10.4K 0.23% 66
2023
Q2 		$537K Sell
2,995
-52
-2% -$9.23K 0.27% 62
2023
Q1 		$591K Buy
3,047
+139
+5% +$25.5K 0.32% 60
2022
Q4 		$506K Buy
2,908
+75
+3% +$13K 0.29% 61
2022
Q3 		$458K Hold
2,833
– – 0.29% 60
2022
Q2 		$517K Sell
2,833
-16
-0.6% -$2.92K 0.31% 62
2022
Q1 		$611K Sell
2,849
-21
-0.7% -$4.46K 0.31% 59
2021
Q4 		$615K Buy
2,870
+122
+4% +$24.8K 0.31% 57
2021
Q3 		$500K Sell
2,748
-16
-0.6% -$3.16K 0.28% 62
2021
Q2 		$575K Buy
2,764
+113
+4% +$22.6K 0.33% 54
2021
Q1 		$451K Buy
2,651
+125
+5% +$20.2K 0.29% 64
2020
Q4 		$424K Buy
2,526
+157
+7% +$26.5K 0.29% 58
2020
Q3 		$392K Hold
2,369
– – 0.31% 59
2020
Q2 		$265K Buy
2,369
+1
+0% +$100 0.23% 76
2020
Q1 		$219K Buy
+2,368
New +$245K 0.24% 78

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

Gray Wealth Management's UPS Position: Q4 2024 in Review

Gray Wealth Management reduced its United Parcel Service (UPS) stake by 1.9% in Q4 2024, selling an estimated $7.11K and leaving 2,815 shares worth $355K. The position accounts for 0.13% of the portfolio, ranked #93.

Gray Wealth Management first reported a position in UPS in Q1 2020 and has held it in 20 quarters since. The position peaked at $615K in Q4 2021. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Gray Wealth Management held 2,815 shares of United Parcel Service worth $355K as of Q4 2024.
  • Gray Wealth Management sold 54 United Parcel Service shares in Q4 2024, an estimated $7.11K.
  • United Parcel Service made up 0.13% of Gray Wealth Management's portfolio in Q4 2024, its #93 holding.
  • Gray Wealth Management first reported a position in United Parcel Service in Q1 2020 and has held it in 20 quarters since.
  • Gray Wealth Management's United Parcel Service position peaked at $615K in Q4 2021.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.