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M. Kraus & Co’s United Parcel Service UPS Stock Holding History

M. Kraus & Co’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
-1,482
Closed -$203K – 80
2024
Q2 		$203K Sell
1,482
-92
-6% -$13.2K 0.06% 79
2024
Q1 		$234K Sell
1,574
-60
-4% -$9.12K 0.07% 73
2023
Q4 		$257K Sell
1,634
-50
-3% -$7.56K 0.08% 68
2023
Q3 		$262K Sell
1,684
-15
-0.9% -$2.59K 0.09% 66
2023
Q2 		$305K Sell
1,699
-17
-1% -$3.02K 0.1% 66
2023
Q1 		$333K Sell
1,716
-17
-1% -$3.12K 0.12% 61
2022
Q4 		$301K Buy
1,733
+45
+3% +$7.79K 0.11% 62
2022
Q3 		$273K Hold
1,688
– – 0.11% 58
2022
Q2 		$308K Hold
1,688
– – 0.12% 56
2022
Q1 		$362K Buy
1,688
+12
+0.7% +$2.55K 0.12% 55
2021
Q4 		$359K Hold
1,676
– – 0.11% 57
2021
Q3 		$305K Hold
1,676
– – 0.11% 59
2021
Q2 		$349K Sell
1,676
-30
-2% -$6K 0.13% 54
2021
Q1 		$290K Buy
1,706
+34
+2% +$5.5K 0.11% 58
2020
Q4 		$282K Buy
+1,672
New +$282K 0.12% 54

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

M. Kraus & Co's UPS Position: Q3 2024 in Review

M. Kraus & Co sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 1,482 shares — an estimated $203K sold.

M. Kraus & Co first reported a position in UPS in Q4 2020 and held it in 15 quarters. The position peaked at $362K in Q1 2022. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • M. Kraus & Co reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
  • M. Kraus & Co sold 1,482 United Parcel Service shares in Q3 2024, an estimated $203K.
  • M. Kraus & Co first reported a position in United Parcel Service in Q4 2020 and held it in 15 quarters.
  • M. Kraus & Co's United Parcel Service position peaked at $362K in Q1 2022.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on M. Kraus & Co's 13F filing for Q3 2024, filed 11 Oct 2024.