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Lindbrook Capital’s United Parcel Service UPS Stock Holding History

Lindbrook Capital’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
2025
Q1 		$447K Buy
4,068
+799
+24% +$95.5K 0.04% 239
2024
Q4 		$412K Buy
3,269
+478
+17% +$62.9K 0.04% 253
2024
Q3 		$380K Sell
2,791
-1,079
-28% -$142K 0.03% 266
2024
Q2 		$530K Sell
3,870
-1,565
-29% -$224K 0.05% 197
2024
Q1 		$808K Sell
5,435
-94
-2% -$14.3K 0.08% 154
2023
Q4 		$869K Buy
5,529
+217
+4% +$32.8K 0.09% 137
2023
Q3 		$828K Sell
5,312
-348
-6% -$60.1K 0.09% 124
2023
Q2 		$1.01M Sell
5,660
-175
-3% -$31.1K 0.11% 113
2023
Q1 		$1.13M Sell
5,835
-323
-5% -$59.2K 0.13% 103
2022
Q4 		$1.07M Sell
6,158
-435
-7% -$75.3K 0.13% 110
2022
Q3 		$1.06M Buy
6,593
+17
+0.3% +$3.22K 0.18% 73
2022
Q2 		$1.2M Buy
6,576
+1,463
+29% +$267K 0.2% 71
2022
Q1 		$1.1M Buy
5,113
+161
+3% +$34.2K 0.17% 82
2021
Q4 		$1.06M Buy
4,952
+4,225
+581% +$859K 0.16% 78
2021
Q3 		$132K Sell
727
-68
-9% -$13.4K 0.03% 222
2021
Q2 		$165K Sell
795
-100
-11% -$20K 0.04% 201
2021
Q1 		$152K Buy
895
+67
+8% +$10.8K 0.03% 198
2020
Q4 		$139K Buy
828
+232
+39% +$39.2K 0.03% 189
2020
Q3 		$99K Buy
596
+8
+1% +$1.17K 0.03% 213
2020
Q2 		$65K Sell
588
-83
-12% -$8.29K 0.02% 299
2020
Q1 		$63K Sell
671
-168
-20% -$17.4K 0.02% 272
2019
Q4 		$98K Buy
839
+31
+4% +$3.67K 0.03% 248
2019
Q3 		$97K Buy
808
+30
+4% +$3.43K 0.04% 246
2019
Q2 		$80K Buy
778
+55
+8% +$5.72K 0.03% 278
2019
Q1 		$80K Sell
723
-44
-6% -$4.67K 0.03% 271
2018
Q4 		$74K Buy
+767
New +$83.2K 0.04% 250

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's UPS Position: Q1 2025 in Review

Lindbrook Capital increased its United Parcel Service (UPS) stake by 24% in Q1 2025, buying an estimated $95.5K and bringing the position to 4,068 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #239.

Lindbrook Capital first reported a position in UPS in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.2M in Q2 2022. 2,200 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Lindbrook Capital held 4,068 shares of United Parcel Service worth $447K as of Q1 2025.
  • Lindbrook Capital bought 799 United Parcel Service shares in Q1 2025, an estimated $95.5K.
  • United Parcel Service made up 0.04% of Lindbrook Capital's portfolio in Q1 2025, its #239 holding.
  • Lindbrook Capital first reported a position in United Parcel Service in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's United Parcel Service position peaked at $1.2M in Q2 2022.
  • 2,200 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.