MRCM
UPS icon

M&R Capital Management’s United Parcel Service UPS Stock Holding History

M&R Capital Management’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 		$84.3K Buy
619
+12
+2% +$1.58K 0.02% 196
2024
Q2 		$83.1K Buy
607
+160
+36% +$22.9K 0.02% 190
2024
Q1 		$66.4K Buy
447
+199
+80% +$30.2K 0.02% 211
2023
Q4 		$39K Buy
248
+47
+23% +$7.11K 0.01% 264
2023
Q3 		$31.3K Sell
201
-49
-20% -$8.46K 0.01% 272
2023
Q2 		$44.9K Buy
250
+3
+1% +$533 0.01% 251
2023
Q1 		$48K Buy
247
+21
+9% +$3.85K 0.01% 240
2022
Q4 		$39.3K Buy
226
+9
+4% +$1.56K 0.01% 246
2022
Q3 		$35K Sell
217
-50
-19% -$9.47K 0.01% 243
2022
Q2 		$48K Hold
267
– – 0.01% 229
2022
Q1 		$57K Hold
267
– – 0.01% 228
2021
Q4 		$57K Hold
267
– – 0.01% 226
2021
Q3 		$48K Hold
267
– – 0.01% 231
2021
Q2 		$55K Hold
267
– – 0.01% 232
2021
Q1 		$45K Sell
267
-75
-22% -$12.1K 0.01% 233
2020
Q4 		$57K Hold
342
– – 0.01% 235
2020
Q3 		$56K Hold
342
– – 0.01% 234
2020
Q2 		$38K Buy
342
+175
+105% +$17.5K 0.01% 259
2020
Q1 		$15K Hold
167
– – ﹤0.01% 330
2019
Q4 		$19K Hold
167
– – ﹤0.01% 341
2019
Q3 		$20K Hold
167
– – ﹤0.01% 353
2019
Q2 		$17K Hold
167
– – ﹤0.01% 376
2019
Q1 		$17K Hold
167
– – ﹤0.01% 374
2018
Q4 		$16K Sell
167
-200
-54% -$21.7K ﹤0.01% 372
2018
Q3 		$42K Hold
367
– – 0.01% 305
2018
Q2 		$38K Hold
367
– – 0.01% 315
2018
Q1 		$38K Sell
367
-300
-45% -$34.7K 0.01% 326
2017
Q4 		$79K Sell
667
-158
-19% -$18.6K 0.02% 257
2017
Q3 		$99K Hold
825
– – 0.02% 235
2017
Q2 		$91K Buy
825
+300
+57% +$32.1K 0.02% 243
2017
Q1 		$56K Sell
525
-100
-16% -$10.9K 0.01% 288
2016
Q4 		$71K Hold
625
– – 0.02% 249
2016
Q3 		$68K Sell
625
-200
-24% -$21.8K 0.02% 252
2016
Q2 		$88K Buy
+825
New +$85.9K 0.03% 227

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&R Capital Management's UPS Position: Q3 2024 in Review

M&R Capital Management increased its United Parcel Service (UPS) stake by 2% in Q3 2024, buying an estimated $1.58K and bringing the position to 619 shares worth $84.3K. The position accounts for 0.02% of the portfolio, ranked #196.

M&R Capital Management first reported a position in UPS in Q2 2016 and has held it in 34 quarters since. The position peaked at $99K in Q3 2017. 2,161 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • M&R Capital Management held 619 shares of United Parcel Service worth $84.3K as of Q3 2024.
  • M&R Capital Management bought 12 United Parcel Service shares in Q3 2024, an estimated $1.58K.
  • United Parcel Service made up 0.02% of M&R Capital Management's portfolio in Q3 2024, its #196 holding.
  • M&R Capital Management first reported a position in United Parcel Service in Q2 2016 and has held it in 34 quarters since.
  • M&R Capital Management's United Parcel Service position peaked at $99K in Q3 2017.
  • 2,161 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.