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Greenwood Gearhart’s United Parcel Service UPS Stock Holding History

Greenwood Gearhart’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
Q1 		– Sell
-965
Closed -$152K – 269
2023
Q4 		$152K Buy
+965
New +$146K 0.02% 110
2023
Q3 		– Sell
-1,750
Closed -$314K – 103
2023
Q2 		$314K Sell
1,750
-12
-0.7% -$2.13K 0.04% 84
2023
Q1 		$342K Sell
1,762
-93
-5% -$17.1K 0.04% 77
2022
Q4 		$322K Sell
1,855
-79
-4% -$13.7K 0.05% 84
2022
Q3 		$312K Sell
1,934
-11
-0.6% -$2.08K 0.05% 79
2022
Q2 		$355K Buy
1,945
+81
+4% +$14.8K 0.06% 75
2022
Q1 		$400K Sell
1,864
-52
-3% -$11K 0.05% 78
2021
Q4 		$411K Buy
+1,916
New +$390K 0.06% 75
2021
Q3 		– Sell
-992
Closed -$206K – 92
2021
Q2 		$206K Buy
+992
New +$198K 0.03% 86

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Greenwood Gearhart's UPS Position: Q1 2024 in Review

Greenwood Gearhart sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 965 shares — an estimated $152K sold.

Greenwood Gearhart first reported a position in UPS in Q2 2021 and held it in 9 quarters. The position peaked at $411K in Q4 2021. 2,213 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Greenwood Gearhart reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Greenwood Gearhart sold 965 United Parcel Service shares in Q1 2024, an estimated $152K.
  • Greenwood Gearhart first reported a position in United Parcel Service in Q2 2021 and held it in 9 quarters.
  • Greenwood Gearhart's United Parcel Service position peaked at $411K in Q4 2021.
  • 2,213 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Greenwood Gearhart's 13F filing for Q1 2024, filed 15 May 2024.