LHC
UPS icon

Little House Capital’s United Parcel Service UPS Stock Holding History

Little House 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
2024
Q3 		– Sell
-13,845
Closed -$1.89M – 121
2024
Q2 		$1.89M Buy
13,845
+3,817
+38% +$546K 0.59% 48
2024
Q1 		$1.49M Buy
10,028
+6,877
+218% +$1.05M 0.49% 52
2023
Q4 		$496K Sell
3,151
-293
-9% -$44.3K 0.18% 92
2023
Q3 		$537K Buy
3,444
+170
+5% +$29.3K 0.22% 89
2023
Q2 		$587K Buy
3,274
+161
+5% +$28.6K 0.25% 88
2023
Q1 		$604K Sell
3,113
-96
-3% -$17.6K 0.28% 81
2022
Q4 		$558K Sell
3,209
-5,426
-63% -$939K 0.28% 80
2022
Q3 		$1.4M Buy
8,635
+679
+9% +$129K 0.74% 39
2022
Q2 		$1.45M Buy
7,956
+727
+10% +$133K 0.78% 40
2022
Q1 		$1.55M Buy
7,229
+3,624
+101% +$770K 0.79% 42
2021
Q4 		$773K Buy
3,605
+48
+1% +$9.76K 0.41% 69
2021
Q3 		$648K Sell
3,557
-212
-6% -$41.8K 0.38% 80
2021
Q2 		$784K Buy
+3,769
New +$754K 0.42% 72
2021
Q1 		– Sell
-10,346
Closed -$1.74M – 163
2020
Q4 		$1.74M Sell
10,346
-2,317
-18% -$391K 1.29% 28
2020
Q3 		$2.11M Buy
12,663
+138
+1% +$20.1K 1.75% 17
2020
Q2 		$1.39M Sell
12,525
-1,800
-13% -$180K 1.28% 30
2020
Q1 		$1.34M Sell
14,325
-585
-4% -$60.6K 1.46% 28
2019
Q4 		$1.75M Sell
14,910
-4,438
-23% -$525K 1.51% 26
2019
Q3 		$2.32M Buy
19,348
+661
+4% +$75.6K 1.75% 14
2019
Q2 		$1.95K Buy
18,687
+665
+4% +$69.2K 1.3% 19
2019
Q1 		$2.01M Buy
18,022
+2,071
+13% +$220K 1.51% 17
2018
Q4 		$1.56M Buy
+15,951
New +$1.73M 1.5% 22

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

Little House Capital's UPS Position: Q3 2024 in Review

Little House Capital sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 13,845 shares — an estimated $1.89M sold.

Little House Capital first reported a position in UPS in Q4 2018 and held it in 22 quarters. The position peaked at $2.32M in Q3 2019. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Little House Capital reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
  • Little House Capital sold 13,845 United Parcel Service shares in Q3 2024, an estimated $1.89M.
  • Little House Capital first reported a position in United Parcel Service in Q4 2018 and held it in 22 quarters.
  • Little House Capital's United Parcel Service position peaked at $2.32M in Q3 2019.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Little House Capital's 13F filing for Q3 2024, filed 21 Oct 2024.