MCM
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McKinley Capital Management’s United Parcel Service UPS Stock Holding History

McKinley 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
2023
Q4 		– Sell
-4,959
Closed -$773K – 175
2023
Q3 		$773K Buy
4,959
+83
+2% +$14.3K 0.11% 137
2023
Q2 		$874K Buy
4,876
+470
+11% +$83.5K 0.12% 130
2023
Q1 		$855K Buy
+4,406
New +$808K 0.11% 132

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

McKinley Capital Management's UPS Position: Q4 2023 in Review

McKinley Capital Management sold out of United Parcel Service (UPS) in Q4 2023, closing a stake of 4,959 shares — an estimated $773K sold.

McKinley Capital Management first reported a position in UPS in Q1 2023 and held it in 3 quarters. The position peaked at $874K in Q2 2023. 2,260 funds tracked by Wall St. Rank hold UPS as of Q4 2023.

  • McKinley Capital Management reported no remaining United Parcel Service position as of Q4 2023 after selling out during the quarter.
  • McKinley Capital Management sold 4,959 United Parcel Service shares in Q4 2023, an estimated $773K.
  • McKinley Capital Management first reported a position in United Parcel Service in Q1 2023 and held it in 3 quarters.
  • McKinley Capital Management's United Parcel Service position peaked at $874K in Q2 2023.
  • 2,260 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2023.

Based on McKinley Capital Management's 13F filing for Q4 2023, filed 9 Feb 2024.