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Hamilton Capital’s United Parcel Service UPS Stock Holding History

Hamilton 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
Q4 		– Sell
-1,687
Closed -$226K – 140
2024
Q3 		$226K Buy
1,687
+101
+6% +$13.3K 0.02% 116
2024
Q2 		$217K Sell
1,586
-408
-20% -$58.4K 0.02% 111
2024
Q1 		$296K Buy
1,994
+27
+1% +$4.1K 0.02% 98
2023
Q4 		$309K Buy
1,967
+287
+17% +$43.4K 0.02% 91
2023
Q3 		$262K Sell
1,680
-179
-10% -$30.9K 0.02% 92
2023
Q2 		$333K Sell
1,859
-125
-6% -$22.2K 0.02% 74
2023
Q1 		$385K Buy
1,984
+525
+36% +$96.3K 0.02% 66
2022
Q4 		$254K Buy
+1,459
New +$253K 0.02% 112
2022
Q1 		– Sell
-2,309
Closed -$495K – 151
2021
Q4 		$495K Buy
+2,309
New +$470K 0.04% 67

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hamilton Capital's UPS Position: Q4 2024 in Review

Hamilton Capital sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,687 shares — an estimated $226K sold.

Hamilton Capital first reported a position in UPS in Q4 2021 and held it in 9 quarters. The position peaked at $495K in Q4 2021. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Hamilton Capital reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Hamilton Capital sold 1,687 United Parcel Service shares in Q4 2024, an estimated $226K.
  • Hamilton Capital first reported a position in United Parcel Service in Q4 2021 and held it in 9 quarters.
  • Hamilton Capital's United Parcel Service position peaked at $495K in Q4 2021.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Hamilton Capital's 13F filing for Q4 2024, filed 14 Feb 2025.