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Gries Financial’s United Parcel Service UPS Stock Holding History

Gries Financial’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
Q3 		– Sell
-13,508
Closed -$1.85M – 284
2024
Q2 		$1.85M Sell
13,508
-536
-4% -$76.7K 0.38% 69
2024
Q1 		$2.09M Buy
14,044
+126
+0.9% +$19.2K 0.35% 77
2023
Q4 		$2.19M Buy
13,918
+225
+2% +$34K 0.48% 51
2023
Q3 		$2.13M Sell
13,693
-660
-5% -$114K 0.58% 40
2023
Q2 		$2.57M Buy
14,353
+6,024
+72% +$1.07M 0.71% 31
2023
Q1 		$1.62M Sell
8,329
-859
-9% -$158K 0.48% 63
2022
Q4 		$1.6M Buy
+9,188
New +$1.59M 0.53% 67

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Gries Financial's UPS Position: Q3 2024 in Review

Gries Financial sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 13,508 shares — an estimated $1.85M sold.

Gries Financial first reported a position in UPS in Q4 2022 and held it in 7 quarters. The position peaked at $2.57M in Q2 2023. 2,163 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Gries Financial reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
  • Gries Financial sold 13,508 United Parcel Service shares in Q3 2024, an estimated $1.85M.
  • Gries Financial first reported a position in United Parcel Service in Q4 2022 and held it in 7 quarters.
  • Gries Financial's United Parcel Service position peaked at $2.57M in Q2 2023.
  • 2,163 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Gries Financial's 13F filing for Q3 2024, filed 18 Oct 2024.