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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
2023
Q3 		– Sell
-420,000
Closed -$75.3M – 486
2023
Q2 		$75.3M Buy
+420,000
New +$74.6M 2.74% 3
2017
Q1 		– Sell
-145,000
Closed -$16.6M – 415
2016
Q4 		$16.6M Buy
+145,000
New +$16.3M 1.1% 16
2016
Q1 		– Sell
-66,500
Closed -$6.4M – 357
2015
Q4 		$6.4M Buy
+66,500
New +$6.79M 0.66% 48

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
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.