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Guardian Capital Advisors (Canada)’s United Parcel Service UPS Stock Holding History

Guardian Capital Advisors (Canada)’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 		$410K Hold
3,080
– – 0.04% 138
2024
Q2 		$418K Sell
3,080
-2,785
-47% -$399K 0.04% 137
2024
Q1 		$834K Sell
5,865
-990
-14% -$150K 0.09% 111
2023
Q4 		$1.1M Sell
6,855
-50
-0.7% -$7.56K 0.11% 104
2023
Q3 		$1.07M Hold
6,905
– – 0.12% 105
2023
Q2 		$1.29M Hold
6,905
– – 0.15% 88
2023
Q1 		$1.31M Sell
6,905
-65
-0.9% -$11.9K 0.15% 88
2022
Q4 		$1.28M Sell
6,970
-25
-0.4% -$4.33K 0.14% 94
2022
Q3 		$1.12M Sell
6,995
-225
-3% -$42.6K 0.14% 93
2022
Q2 		$1.29M Sell
7,220
-255
-3% -$46.5K 0.15% 87
2022
Q1 		$1.4M Buy
7,475
+189
+3% +$40.2K 0.14% 95
2021
Q4 		$1.54M Sell
7,286
-154
-2% -$31.3K 0.15% 90
2021
Q3 		$1.33M Sell
7,440
-95
-1% -$18.8K 0.14% 89
2021
Q2 		$1.59M Sell
7,535
-420
-5% -$84K 0.16% 86
2021
Q1 		$1.4M Buy
7,955
+75
+1% +$12.1K 0.16% 85
2020
Q4 		$1.27M Sell
7,880
-225
-3% -$38K 0.17% 83
2020
Q3 		$1.41M Sell
8,105
-185
-2% -$26.9K 0.22% 80
2020
Q2 		$692K Sell
8,290
-40
-0.5% -$3.99K 0.13% 87
2020
Q1 		$529K Sell
8,330
-1,050
-11% -$109K 0.13% 86
2019
Q4 		$1.1M Buy
9,380
+365
+4% +$43.2K 0.14% 88
2019
Q3 		$1.04M Buy
9,015
+225
+3% +$25.7K 0.14% 87
2019
Q2 		$907K Buy
8,790
+385
+5% +$40K 0.12% 93
2019
Q1 		$959K Buy
8,405
+467
+6% +$49.5K 0.13% 93
2018
Q4 		$787K Buy
7,938
+170
+2% +$18.4K 0.11% 97
2018
Q3 		$916K Buy
7,768
+1,035
+15% +$122K 0.13% 95
2018
Q2 		$745K Buy
6,733
+1,175
+21% +$132K 0.1% 100
2018
Q1 		$596K Buy
5,558
+1,104
+25% +$128K 0.08% 111
2017
Q4 		$593K Buy
4,454
+395
+10% +$46.4K 0.08% 113
2017
Q3 		$486K Buy
4,059
+494
+14% +$56.2K 0.07% 115
2017
Q2 		$396K Buy
3,565
+1,285
+56% +$137K 0.06% 121
2017
Q1 		$243K Buy
+2,280
New +$249K 0.03% 145

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

Guardian Capital Advisors (Canada)'s UPS Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) held its United Parcel Service (UPS) position steady in Q3 2024 at 3,080 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #138.

Guardian Capital Advisors (Canada) first reported a position in UPS in Q1 2017 and has held it in 31 quarters since. The position peaked at $1.59M in Q2 2021. 2,163 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Guardian Capital Advisors (Canada) held 3,080 shares of United Parcel Service worth $410K as of Q3 2024.
  • Guardian Capital Advisors (Canada) left its United Parcel Service share count unchanged in Q3 2024.
  • United Parcel Service made up 0.04% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #138 holding.
  • Guardian Capital Advisors (Canada) first reported a position in United Parcel Service in Q1 2017 and has held it in 31 quarters since.
  • Guardian Capital Advisors (Canada)'s United Parcel Service position peaked at $1.59M in Q2 2021.
  • 2,163 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.