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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
2022
Q1 		– Sell
-1,400
Closed -$299K – 220
2021
Q4 		$299K Buy
+1,400
New +$285K 0.05% 159

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State Street
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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. 2,214 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.
  • 2,214 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.