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Lee Financial’s United Parcel Service UPS Stock Holding History

Lee Financial’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
Q1 		– Sell
-852
Closed -$134K – 784
2023
Q4 		$134K Buy
852
+7
+0.8% +$1.06K 0.02% 159
2023
Q3 		$132K Buy
845
+5
+0.6% +$863 0.02% 146
2023
Q2 		$151K Sell
840
-26
-3% -$4.62K 0.03% 141
2023
Q1 		$168K Buy
866
+35
+4% +$6.42K 0.03% 139
2022
Q4 		$144K Buy
831
+4
+0.5% +$692 0.02% 167
2022
Q3 		$134K Buy
827
+4
+0.5% +$757 0.03% 169
2022
Q2 		$150K Sell
823
-89
-10% -$16.2K 0.03% 162
2022
Q1 		$196K Buy
912
+88
+11% +$18.7K 0.04% 148
2021
Q4 		$177K Buy
824
+17
+2% +$3.46K 0.03% 151
2021
Q3 		$147K Buy
807
+3
+0.4% +$592 0.03% 159
2021
Q2 		$167K Buy
804
+1
+0.1% +$200 0.04% 148
2021
Q1 		$136K Sell
803
-8
-1% -$1.29K 0.03% 156
2020
Q4 		$137K Buy
811
+411
+103% +$69.4K 0.04% 134
2020
Q3 		$67K Hold
400
– – 0.02% 192
2020
Q2 		$44K Buy
+400
New +$39.9K 0.01% 218
2018
Q3 		– Sell
-149
Closed -$16K – 713
2018
Q2 		$16K Hold
149
– – ﹤0.01% 393
2018
Q1 		$16K Sell
149
-89
-37% -$10.3K ﹤0.01% 394
2017
Q4 		$28K Sell
238
-8,733
-97% -$1.03M 0.01% 227
2017
Q3 		$1.08M Sell
8,971
-223
-2% -$25.4K 0.35% 58
2017
Q2 		$1.02M Buy
9,194
+204
+2% +$21.8K 0.37% 62
2017
Q1 		$965K Sell
8,990
-65
-0.7% -$7.1K 0.38% 62
2016
Q4 		$1.04M Buy
+9,055
New +$1.02M 0.58% 45

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lee Financial's UPS Position: Q1 2024 in Review

Lee Financial sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 852 shares — an estimated $134K sold.

Lee Financial first reported a position in UPS in Q4 2016 and held it in 22 quarters. The position peaked at $1.08M in Q3 2017. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Lee Financial reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 852 United Parcel Service shares in Q1 2024, an estimated $134K.
  • Lee Financial first reported a position in United Parcel Service in Q4 2016 and held it in 22 quarters.
  • Lee Financial's United Parcel Service position peaked at $1.08M in Q3 2017.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.