HGERS
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Householder Group Estate & Retirement Specialist’s United Parcel Service UPS Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$14K Sell
111
-377
-77% -$49.6K 0.01% 334
2024
Q3 		$66K Sell
488
-27
-5% -$3.54K 0.02% 439
2024
Q2 		$70K Buy
515
+70
+16% +$10K 0.02% 421
2024
Q1 		$66.2K Sell
445
-34
-7% -$5.17K 0.02% 428
2023
Q4 		$75K Buy
479
+3
+0.6% +$454 0.02% 390
2023
Q3 		$74.3K Buy
+476
New +$82.2K 0.03% 376
2023
Q1 		$113K Buy
+583
New +$107K 0.04% 284
2022
Q4 		– Sell
-615
Closed -$99K – 1083
2022
Q3 		$99K Buy
+615
New +$116K 0.04% 275

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 $1.88B AUM 29.07% 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

Householder Group Estate & Retirement Specialist's UPS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its United Parcel Service (UPS) stake by 77% in Q4 2024, selling an estimated $49.6K and leaving 111 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #334.

Householder Group Estate & Retirement Specialist first reported a position in UPS in Q3 2022 and has held it in 8 quarters since. The position peaked at $113K in Q1 2023. 2,288 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 111 shares of United Parcel Service worth $14K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 377 United Parcel Service shares in Q4 2024, an estimated $49.6K.
  • United Parcel Service made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #334 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in United Parcel Service in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's United Parcel Service position peaked at $113K in Q1 2023.
  • 2,288 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.