IP
UPS icon

Interval Partners’s United Parcel Service UPS Stock Holding History

Interval Partners’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
2023
Q3 		– Sell
-25,000
Closed -$4.48M – 429
2023
Q2 		$4.48M Buy
+25,000
New +$4.44M 0.23% 133
2020
Q3 		– Sell
-94,400
Closed -$10.5M – 337
2020
Q2 		$10.5M Buy
+94,400
New +$9.42M 1.04% 36
2020
Q1 		– Sell
-40,000
Closed -$4.68M – 303
2019
Q4 		$4.68M Buy
+40,000
New +$4.74M 0.23% 141
2017
Q3 		– Sell
-75,000
Closed -$8.29M – 283
2017
Q2 		$8.29M Buy
+75,000
New +$8.02M 0.56% 88
2017
Q1 		– Sell
-103,700
Closed -$11.9M – 243
2016
Q4 		$11.9M Buy
+103,700
New +$11.7M 0.99% 42

Other funds holding UPS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return