J. Goldman & Co’s United Parcel Service UPS Stock Holding History

J. Goldman & Co’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 Q1	–	Sell	-297,480	Closed	-$37.5M	–	652
2024 Q4	$37.5M	Buy	+297,480	New	+$39.2M	0.98%	16
2021 Q3	–	Sell	-66,369	Closed	-$13.8M	–	471
2021 Q2	$13.8M	Buy	66,369 +23,599	+55%	+$4.72M	0.54%	45
2021 Q1	$7.27M	Buy	+42,770	New	+$6.92M	0.23%	111
2020 Q3	–	Sell	-84,279	Closed	-$9.37M	–	387
2020 Q2	$9.37M	Buy	+84,279	New	+$8.41M	0.58%	54
2019 Q4	–	Sell	-27,936	Closed	-$3.35M	–	355
2019 Q3	$3.35M	Buy	+27,936	New	+$3.19M	0.25%	112
2018 Q3	–	Sell	-41,999	Closed	-$4.46M	–	394
2018 Q2	$4.46M	Buy	41,999 +8,252	+24%	+$927K	0.23%	140
2018 Q1	$3.53M	Buy	+33,747	New	+$3.9M	0.15%	160
2017 Q3	–	Sell	-83,800	Closed	-$9.27M	–	406
2017 Q2	$9.27M	Buy	+83,800	New	+$8.96M	0.5%	60
2016 Q3	–	Sell	-59,360	Closed	-$6.39M	–	405
2016 Q2	$6.39M	Buy	+59,360	New	+$6.18M	0.33%	71
2015 Q4	–	Sell	-84,609	Closed	-$8.64M	–	304
2015 Q3	$8.35M	Buy	+84,609	New	+$8.36M	0.72%	35
2015 Q2	–	Sell	-117,000	Closed	-$11.3M	–	321
2015 Q1	$11.3M	Buy	+117,000	New	+$12M	0.7%	38
2014 Q4	–	Sell	-14,500	Closed	-$1.43M	–	275
2014 Q3	$1.43M	Buy	+14,500	New	+$1.44M	0.09%	204

Other funds holding UPS

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

BlackRock New York $5.72T 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

J. Goldman & Co's UPS Position: Q1 2025 in Review

J. Goldman & Co sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 297,480 shares — an estimated $37.5M sold.

J. Goldman & Co first reported a position in UPS in Q3 2014 and held it in 12 quarters. The position peaked at $37.5M in Q4 2024. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

J. Goldman & Co reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
J. Goldman & Co sold 297,480 United Parcel Service shares in Q1 2025, an estimated $37.5M.
J. Goldman & Co first reported a position in United Parcel Service in Q3 2014 and held it in 12 quarters.
J. Goldman & Co's United Parcel Service position peaked at $37.5M in Q4 2024.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on J. Goldman & Co's 13F filing for Q1 2025, filed 15 May 2025.