KFS
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Kelly Financial Services’s United Parcel Service UPS Stock Holding History

Kelly Financial Services’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
-238
Closed -$32.6K – 719
2024
Q2 		$32.6K Buy
238
+10
+4% +$1.43K 0.01% 277
2024
Q1 		$33.9K Buy
228
+10
+5% +$1.52K 0.01% 267
2023
Q4 		$34.2K Buy
218
+21
+11% +$3.17K 0.01% 249
2023
Q3 		$30.6K Buy
197
+52
+36% +$8.98K 0.01% 234
2023
Q2 		$25.9K Buy
145
+2
+1% +$355 0.01% 262
2023
Q1 		$27.8K Buy
143
+1
+0.7% +$183 0.01% 248
2022
Q4 		$24.7K Buy
142
+1
+0.7% +$173 0.01% 249
2022
Q3 		$22.8K Buy
141
+1
+0.7% +$189 0.01% 241
2022
Q2 		$25.5K Buy
140
+1
+0.7% +$182 0.01% 230
2022
Q1 		$29.7K Buy
139
+1
+0.7% +$212 0.01% 236
2021
Q4 		$29.5K Buy
138
+1
+0.7% +$203 0.01% 229
2021
Q3 		$24.9K Sell
137
-28,201
-100% -$5.57M 0.01% 233
2021
Q2 		$136K Buy
28,338
+28,202
+20,737% +$5.64M 0.01% 340
2021
Q1 		$23.1K Buy
136
+1
+0.7% +$162 0.01% 208
2020
Q4 		$22.7K Buy
135
+128
+1,829% +$21.6K 0.02% 181
2020
Q3 		$1.16K Sell
7
-100
-93% -$14.6K ﹤0.01% 480
2020
Q2 		$11.9K Buy
107
+100
+1,429% +$9.98K 0.01% 220
2020
Q1 		$643 Hold
7
– – ﹤0.01% 491
2019
Q4 		$797 Hold
7
– – ﹤0.01% 486
2019
Q3 		$809 Hold
7
– – ﹤0.01% 470
2019
Q2 		$692 Hold
7
– – ﹤0.01% 438
2019
Q1 		$741 Buy
+7
New +$742 ﹤0.01% 432

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

Kelly Financial Services's UPS Position: Q3 2024 in Review

Kelly Financial Services sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 238 shares — an estimated $32.6K sold.

Kelly Financial Services first reported a position in UPS in Q1 2019 and held it in 22 quarters. The position peaked at $136K in Q2 2021. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Kelly Financial Services reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 238 United Parcel Service shares in Q3 2024, an estimated $32.6K.
  • Kelly Financial Services first reported a position in United Parcel Service in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's United Parcel Service position peaked at $136K in Q2 2021.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.