LEA
UPS icon

Legacy Edge Advisors’s United Parcel Service UPS Stock Holding History

Legacy Edge Advisors’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
-1,806
Closed -$284K – 175
2023
Q4 		$284K Buy
+1,806
New +$273K 0.07% 129

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Edge Advisors's UPS Position: Q1 2024 in Review

Legacy Edge Advisors sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,806 shares — an estimated $284K sold.

Legacy Edge Advisors first reported a position in UPS in Q4 2023 and held it in 1 quarter. The position peaked at $284K in Q4 2023. 2,215 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Legacy Edge Advisors reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Legacy Edge Advisors sold 1,806 United Parcel Service shares in Q1 2024, an estimated $284K.
  • Legacy Edge Advisors first reported a position in United Parcel Service in Q4 2023 and held it in 1 quarter.
  • Legacy Edge Advisors's United Parcel Service position peaked at $284K in Q4 2023.
  • 2,215 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Legacy Edge Advisors's 13F filing for Q1 2024, filed 17 Aug 2026.