LSAG
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Lake Street Advisors Group’s United Parcel Service UPS Stock Holding History

Lake Street Advisors Group’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 		$537K Buy
4,255
+185
+5% +$24.3K 0.02% 320
2024
Q3 		$555K Sell
4,070
-740
-15% -$97.2K 0.03% 312
2024
Q2 		$658K Sell
4,810
-372
-7% -$53.3K 0.03% 278
2024
Q1 		$770K Buy
5,182
+378
+8% +$57.5K 0.04% 266
2023
Q4 		$755K Sell
4,804
-11,569
-71% -$1.75M 0.04% 260
2023
Q3 		$2.55M Sell
16,373
-683
-4% -$118K 0.15% 99
2023
Q2 		$3.06M Buy
+17,056
New +$3.03M 0.17% 86
2021
Q3 		– Sell
-2,853
Closed -$553K – 412
2021
Q2 		$553K Sell
2,853
-55
-2% -$11K 0.04% 156
2021
Q1 		$494K Buy
2,908
+62
+2% +$10K 0.04% 166
2020
Q4 		$479K Buy
2,846
+3
+0.1% +$506 0.04% 156
2020
Q3 		$474K Buy
2,843
+233
+9% +$33.9K 0.04% 148
2020
Q2 		$290K Buy
+2,610
New +$261K 0.03% 208
2020
Q1 		– Sell
-1,994
Closed -$233K – 285
2019
Q4 		$233K Buy
1,994
+70
+4% +$8.29K 0.02% 221
2019
Q3 		$216K Buy
+1,924
New +$220K 0.02% 205
2018
Q3 		– Sell
-3,085
Closed -$328K – 308
2018
Q2 		$328K Sell
3,085
-1,565
-34% -$176K 0.03% 208
2018
Q1 		$487K Buy
4,650
+724
+18% +$83.7K 0.05% 140
2017
Q4 		$468K Buy
+3,926
New +$461K 0.05% 152

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 $1.88B AUM 29.07% 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

Lake Street Advisors Group's UPS Position: Q4 2024 in Review

Lake Street Advisors Group increased its United Parcel Service (UPS) stake by 4.5% in Q4 2024, buying an estimated $24.3K and bringing the position to 4,255 shares worth $537K. The position accounts for 0.02% of the portfolio, ranked #320.

Lake Street Advisors Group first reported a position in UPS in Q4 2017 and has held it in 17 quarters since. The position peaked at $3.06M in Q2 2023. 2,288 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Lake Street Advisors Group held 4,255 shares of United Parcel Service worth $537K as of Q4 2024.
  • Lake Street Advisors Group bought 185 United Parcel Service shares in Q4 2024, an estimated $24.3K.
  • United Parcel Service made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #320 holding.
  • Lake Street Advisors Group first reported a position in United Parcel Service in Q4 2017 and has held it in 17 quarters since.
  • Lake Street Advisors Group's United Parcel Service position peaked at $3.06M in Q2 2023.
  • 2,288 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.