Holocene Advisors
UPS icon

Holocene Advisors’s United Parcel Service UPS Stock Holding History

Holocene Advisors’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
2025
Q1 		– Sell
-210,000
Closed -$26.5M – 896
2024
Q4 		$26.5M Buy
+210,000
New +$27.6M 0.08% 236
2023
Q3 		– Sell
-104,570
Closed -$18.7M – 885
2023
Q2 		$18.7M Buy
104,570
+64,492
+161% +$11.5M 0.08% 212
2023
Q1 		$7.77M Buy
+40,078
New +$7.35M 0.04% 255
2022
Q3 		– Sell
-48,227
Closed -$8.8M – 962
2022
Q2 		$8.8M Sell
48,227
-463,277
-91% -$84.5M 0.05% 228
2022
Q1 		$110M Buy
511,504
+96,545
+23% +$20.5M 0.57% 59
2021
Q4 		$88.9M Buy
414,959
+207,283
+100% +$42.2M 0.46% 76
2021
Q3 		$37.8M Sell
207,676
-211,652
-50% -$41.8M 0.21% 146
2021
Q2 		$87.2M Buy
419,328
+395,238
+1,641% +$79.1M 0.49% 68
2021
Q1 		$4.09M Buy
+24,090
New +$3.9M 0.03% 436
2020
Q1 		– Sell
-272,269
Closed -$31.9M – 831
2019
Q4 		$31.9M Sell
272,269
-256,556
-49% -$30.4M 0.29% 107
2019
Q3 		$63.4M Buy
528,825
+183,387
+53% +$21M 0.65% 48
2019
Q2 		$35.7M Buy
345,438
+119,620
+53% +$12.4M 0.46% 77
2019
Q1 		$25.2M Sell
225,818
-333,845
-60% -$35.4M 0.39% 77
2018
Q4 		$54.6M Buy
559,663
+325,675
+139% +$35.3M 0.88% 40
2018
Q3 		$27.3M Buy
233,988
+229,403
+5,003% +$27M 0.44% 74
2018
Q2 		$487K Sell
4,585
-138,284
-97% -$15.5M 0.01% 297
2018
Q1 		$15M Buy
+142,869
New +$16.5M 0.34% 60

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Holocene Advisors's UPS Position: Q1 2025 in Review

Holocene Advisors sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 210,000 shares — an estimated $26.5M sold.

Holocene Advisors first reported a position in UPS in Q1 2018 and held it in 17 quarters. The position peaked at $110M in Q1 2022. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Holocene Advisors reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Holocene Advisors sold 210,000 United Parcel Service shares in Q1 2025, an estimated $26.5M.
  • Holocene Advisors first reported a position in United Parcel Service in Q1 2018 and held it in 17 quarters.
  • Holocene Advisors's United Parcel Service position peaked at $110M in Q1 2022.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Holocene Advisors's 13F filing for Q1 2025, filed 15 May 2025.