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GYL Financial Synergies’s United Parcel Service UPS Stock Holding History

GYL Financial Synergies’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 		$2.42M Sell
17,724
-4
-0% -$525 0.18% 109
2024
Q2 		$2.43M Buy
17,728
+1,722
+11% +$247K 0.19% 105
2024
Q1 		$2.38M Buy
16,006
+709
+5% +$108K 0.19% 110
2023
Q4 		$2.41M Buy
15,297
+2,299
+18% +$348K 0.2% 105
2023
Q3 		$2.03M Buy
12,998
+330
+3% +$57K 0.2% 109
2023
Q2 		$2.27M Buy
12,668
+682
+6% +$121K 0.21% 101
2023
Q1 		$2.33M Buy
11,986
+6,033
+101% +$1.11M 0.28% 72
2022
Q4 		$1.03M Buy
5,953
+220
+4% +$38.1K 0.22% 70
2022
Q3 		$926K Buy
5,733
+14
+0.2% +$2.65K 0.25% 60
2022
Q2 		$1.04M Buy
5,719
+178
+3% +$32.5K 0.29% 53
2022
Q1 		$1.19M Buy
5,541
+740
+15% +$157K 0.28% 45
2021
Q4 		$1.03M Buy
4,801
+138
+3% +$28.1K 0.28% 56
2021
Q3 		$849K Sell
4,663
-240
-5% -$47.4K 0.43% 55
2021
Q2 		$1.02M Buy
4,903
+11
+0.2% +$2.2K 0.53% 40
2021
Q1 		$832K Buy
4,892
+701
+17% +$113K 0.46% 52
2020
Q4 		$706K Sell
4,191
-512
-11% -$86.4K 0.41% 59
2020
Q3 		$784K Buy
4,703
+147
+3% +$21.4K 0.51% 42
2020
Q2 		$507K Buy
4,556
+618
+16% +$61.7K 0.37% 66
2020
Q1 		$368K Buy
3,938
+152
+4% +$15.7K 0.24% 87
2019
Q4 		$443K Buy
3,786
+254
+7% +$30.1K 0.2% 89
2019
Q3 		$423K Buy
3,532
+74
+2% +$8.46K 0.21% 88
2019
Q2 		$357K Sell
3,458
-346
-9% -$36K 0.19% 95
2019
Q1 		$425K Buy
3,804
+1
+0% +$106 0.24% 78
2018
Q4 		$371K Buy
+3,803
New +$412K 0.27% 71

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

GYL Financial Synergies's UPS Position: Q3 2024 in Review

GYL Financial Synergies reduced its United Parcel Service (UPS) stake by 0.02% in Q3 2024, selling an estimated $525 and leaving 17,724 shares worth $2.42M. The position accounts for 0.18% of the portfolio, ranked #109.

GYL Financial Synergies first reported a position in UPS in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.43M in Q2 2024. 2,163 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • GYL Financial Synergies held 17,724 shares of United Parcel Service worth $2.42M as of Q3 2024.
  • GYL Financial Synergies sold 4 United Parcel Service shares in Q3 2024, an estimated $525.
  • United Parcel Service made up 0.18% of GYL Financial Synergies's portfolio in Q3 2024, its #109 holding.
  • GYL Financial Synergies first reported a position in United Parcel Service in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's United Parcel Service position peaked at $2.43M in Q2 2024.
  • 2,163 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.