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Grey Street Capital’s United Parcel Service UPS Stock Holding History

Grey Street Capital’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 		$555K Buy
3,737
+2,205
+144% +$335K 0.08% 272
2023
Q4 		$241K Sell
1,532
-81
-5% -$12.2K 0.11% 116
2023
Q3 		$251K Hold
1,613
– – 0.14% 107
2023
Q2 		$289K Buy
1,613
+361
+29% +$64.1K 0.15% 100
2023
Q1 		$243K Buy
+1,252
New +$230K 0.17% 107

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Grey Street Capital's UPS Position: Q1 2024 in Review

Grey Street Capital increased its United Parcel Service (UPS) stake by 144% in Q1 2024, buying an estimated $335K and bringing the position to 3,737 shares worth $555K. The position accounts for 0.08% of the portfolio, ranked #272.

Grey Street Capital first reported a position in UPS in Q1 2023 and has held it in 5 quarters since. 2,213 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Grey Street Capital held 3,737 shares of United Parcel Service worth $555K as of Q1 2024.
  • Grey Street Capital bought 2,205 United Parcel Service shares in Q1 2024, an estimated $335K.
  • United Parcel Service made up 0.08% of Grey Street Capital's portfolio in Q1 2024, its #272 holding.
  • Grey Street Capital first reported a position in United Parcel Service in Q1 2023 and has held it in 5 quarters since.
  • 2,213 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.