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Means Investment Company’s United Parcel Service UPS Stock Holding History

Means Investment Company’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
Q1 		– Sell
-1,610
Closed -$253K – 203
2023
Q4 		$253K Buy
1,610
+124
+8% +$18.7K 0.04% 177
2023
Q3 		$232K Buy
1,486
+4
+0.3% +$690 0.04% 183
2023
Q2 		$266K Buy
1,482
+4
+0.3% +$710 0.04% 169
2023
Q1 		$287K Buy
1,478
+15
+1% +$2.75K 0.05% 165
2022
Q4 		$254K Sell
1,463
-96
-6% -$16.6K 0.05% 171
2022
Q3 		$252K Sell
1,559
-49
-3% -$9.28K 0.05% 169
2022
Q2 		$294K Buy
1,608
+8
+0.5% +$1.46K 0.06% 154
2022
Q1 		$343K Buy
1,600
+3
+0.2% +$637 0.06% 145
2021
Q4 		$342K Buy
1,597
+3
+0.2% +$610 0.06% 146
2021
Q3 		$290K Buy
1,594
+2
+0.1% +$395 0.06% 150
2021
Q2 		$331K Buy
1,592
+169
+12% +$33.8K 0.07% 150
2021
Q1 		$242K Buy
1,423
+2
+0.1% +$324 0.06% 157
2020
Q4 		$231K Buy
1,421
+2
+0.1% +$338 0.05% 159
2020
Q3 		$238K Buy
1,419
+23
+2% +$3.35K 0.07% 130
2020
Q2 		$218K Buy
+1,396
New +$139K 0.07% 134

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Means Investment Company's UPS Position: Q1 2024 in Review

Means Investment Company sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 1,610 shares — an estimated $253K sold.

Means Investment Company first reported a position in UPS in Q2 2020 and held it in 15 quarters. The position peaked at $343K in Q1 2022. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Means Investment Company reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Means Investment Company sold 1,610 United Parcel Service shares in Q1 2024, an estimated $253K.
  • Means Investment Company first reported a position in United Parcel Service in Q2 2020 and held it in 15 quarters.
  • Means Investment Company's United Parcel Service position peaked at $343K in Q1 2022.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Means Investment Company's 13F filing for Q1 2024, filed 17 Apr 2024.