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

IVC 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
Q4 		– Sell
-1,629
Closed -$222K – 168
2024
Q3 		$222K Sell
1,629
-1,379
-46% -$181K 0.12% 150
2024
Q2 		$412K Buy
3,008
+21
+0.7% +$3.01K 0.23% 97
2024
Q1 		$444K Sell
2,987
-943
-24% -$143K 0.26% 91
2023
Q4 		$618K Sell
3,930
-1,989
-34% -$301K 0.38% 66
2023
Q3 		$923K Sell
5,919
-33
-0.6% -$5.7K 0.62% 43
2023
Q2 		$1.07M Buy
5,952
+1,745
+41% +$310K 0.68% 37
2023
Q1 		$816K Sell
4,207
-1,499
-26% -$275K 0.58% 51
2022
Q4 		$737K Buy
5,706
+1,506
+36% +$261K 0.54% 56
2022
Q3 		$678K Sell
4,200
-120
-3% -$22.7K 0.55% 51
2022
Q2 		$789K Sell
4,320
-42
-1% -$7.66K 0.61% 43
2022
Q1 		$935K Sell
4,362
-197
-4% -$41.9K 0.61% 42
2021
Q4 		$977K Sell
4,559
-258
-5% -$52.5K 0.63% 43
2021
Q3 		$877K Sell
4,817
-174
-3% -$34.3K 0.6% 44
2021
Q2 		$1.04M Buy
4,991
+135
+3% +$27K 0.73% 36
2021
Q1 		$826K Buy
4,856
+383
+9% +$62K 0.65% 43
2020
Q4 		$753K Buy
+4,473
New +$755K 0.72% 40

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 $1.6B AUM 20.7% 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

IVC Wealth Advisors's UPS Position: Q4 2024 in Review

IVC Wealth Advisors sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,629 shares — an estimated $222K sold.

IVC Wealth Advisors first reported a position in UPS in Q4 2020 and held it in 16 quarters. The position peaked at $1.07M in Q2 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • IVC Wealth Advisors reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • IVC Wealth Advisors sold 1,629 United Parcel Service shares in Q4 2024, an estimated $222K.
  • IVC Wealth Advisors first reported a position in United Parcel Service in Q4 2020 and held it in 16 quarters.
  • IVC Wealth Advisors's United Parcel Service position peaked at $1.07M in Q2 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on IVC Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.