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Kades & Cheifetz’s United Parcel Service UPS Stock Holding History

Kades & Cheifetz’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
-2,606
Closed -$357K – 97
2024
Q2 		$357K Buy
2,606
+48
+2% +$6.87K 0.22% 70
2024
Q1 		$380K Sell
2,558
-10
-0.4% -$1.52K 0.24% 61
2023
Q4 		$404K Sell
2,568
-101
-4% -$15.3K 0.29% 58
2023
Q3 		$416K Buy
2,669
+89
+3% +$15.4K 0.33% 54
2023
Q2 		$462K Buy
2,580
+26
+1% +$4.62K 0.35% 55
2023
Q1 		$496K Buy
2,554
+59
+2% +$10.8K 0.39% 51
2022
Q4 		$434K Buy
+2,495
New +$432K 0.36% 54

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

Kades & Cheifetz's UPS Position: Q3 2024 in Review

Kades & Cheifetz sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 2,606 shares — an estimated $357K sold.

Kades & Cheifetz first reported a position in UPS in Q4 2022 and held it in 7 quarters. The position peaked at $496K in Q1 2023. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Kades & Cheifetz reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
  • Kades & Cheifetz sold 2,606 United Parcel Service shares in Q3 2024, an estimated $357K.
  • Kades & Cheifetz first reported a position in United Parcel Service in Q4 2022 and held it in 7 quarters.
  • Kades & Cheifetz's United Parcel Service position peaked at $496K in Q1 2023.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Kades & Cheifetz's 13F filing for Q3 2024, filed 2 Oct 2024.