iA Global Asset Management’s United Parcel Service UPS Stock Holding History

iA Global Asset Management’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 Q3	–	Sell	-9,547	Closed	-$964K	–	465
2025 Q2	$964K	Sell	9,547 -2,657	-22%	-$261K	0.01%	290
2025 Q1	$1.34M	Buy	12,204 +5,501	+82%	+$658K	0.02%	280
2024 Q4	$845K	Buy	6,703 +1,759	+36%	+$232K	0.01%	311
2024 Q3	$674K	Sell	4,944 -24,396	-83%	-$3.2M	0.01%	360
2024 Q2	$4.01M	Buy	29,340 +26,088	+802%	+$3.74M	0.08%	174
2024 Q1	$483K	Sell	3,252 -658	-17%	-$100K	0.01%	368
2023 Q4	$615K	Sell	3,910 -8,167	-68%	-$1.23M	0.01%	335
2023 Q3	$1.88M	Buy	12,077 +545	+5%	+$94.1K	0.05%	227
2023 Q2	$2.07M	Buy	+11,532	New	+$2.05M	0.05%	222

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return