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IBEX Wealth Advisors’s United Parcel Service UPS Stock Holding History

IBEX Wealth 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
2024
Q3 		– Sell
-63
Closed -$8.57K – 267
2024
Q2 		$8.57K Sell
63
-45,113
-100% -$6.46M ﹤0.01% 235
2024
Q1 		$7.85M Buy
45,176
+45,154
+205,245% +$6.86M 2.13% 16
2023
Q4 		$3.44K Sell
22
-41,821
-100% -$6.32M 0.75% 50
2023
Q3 		$6.52M Buy
+41,843
New +$7.22M 1.66% 19
2023
Q1 		$10.5M Buy
54,018
+8,842
+20% +$1.62M 2.72% 6
2022
Q4 		$7.85M Buy
45,176
+2,654
+6% +$459K 1.77% 17
2022
Q3 		$6.87M Sell
42,522
-472
-1% -$89.4K 1.79% 15
2022
Q2 		$7.85M Sell
42,994
-9,456
-18% -$1.72M 1.81% 8
2022
Q1 		$11.2M Buy
52,450
+11,176
+27% +$2.37M 2.15% 5
2021
Q4 		$8.85M Buy
41,274
+691
+2% +$141K 1.57% 10
2021
Q3 		$7.39M Sell
40,583
-329
-0.8% -$64.9K 1.42% 10
2021
Q2 		$8.51M Buy
40,912
+675
+2% +$135K 1.7% 7
2021
Q1 		$6.84M Buy
40,237
+1,220
+3% +$197K 1.69% 12
2020
Q4 		$6.57M Buy
39,017
+770
+2% +$130K 1.72% 13
2020
Q3 		$6.37M Buy
38,247
+470
+1% +$68.4K 1.85% 13
2020
Q2 		$4.2M Sell
37,777
-504
-1% -$50.3K 1.35% 25
2020
Q1 		$3.58M Buy
+38,281
New +$3.97M 1.39% 28

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IBEX Wealth Advisors's UPS Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 63 shares — an estimated $8.57K sold.

IBEX Wealth Advisors first reported a position in UPS in Q1 2020 and held it in 17 quarters. The position peaked at $11.2M in Q1 2022. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 63 United Parcel Service shares in Q3 2024, an estimated $8.57K.
  • IBEX Wealth Advisors first reported a position in United Parcel Service in Q1 2020 and held it in 17 quarters.
  • IBEX Wealth Advisors's United Parcel Service position peaked at $11.2M in Q1 2022.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.