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Meitav Investment House’s United Parcel Service UPS Stock Holding History

Meitav Investment House’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
-4,750
Closed -$747K – 347
2023
Q4 		$747K Hold
4,750
– – 0.01% 224
2023
Q3 		$731K Hold
4,750
– – 0.01% 228
2023
Q2 		$835K Hold
4,750
– – 0.01% 235
2023
Q1 		$909K Hold
4,750
– – 0.02% 240
2022
Q4 		$829K Hold
4,750
– – 0.01% 260
2022
Q3 		$790K Hold
4,750
– – 0.01% 254
2022
Q2 		$864K Sell
4,750
-1,335
-22% -$243K 0.01% 241
2022
Q1 		$1.32M Hold
6,085
– – 0.02% 246
2021
Q4 		$1.3M Hold
6,085
– – 0.02% 232
2021
Q3 		$1.11M Hold
6,085
– – 0.02% 239
2021
Q2 		$1.26M Buy
6,085
+500
+9% +$100K 0.03% 219
2021
Q1 		$947 Buy
+5,585
New +$903K 0.03% 214
2020
Q4 		– Sell
-10,344
Closed -$1.73M – 465
2020
Q3 		$1.73M Sell
10,344
-4,204
-29% -$612K 0.09% 118
2020
Q2 		$1.62M Buy
14,548
+4,637
+47% +$463K 0.1% 109
2020
Q1 		$926K Sell
9,911
-1,641
-14% -$170K 0.07% 154
2019
Q4 		$1.35M Sell
11,552
-854
-7% -$101K 0.1% 128
2019
Q3 		$1.48M Buy
12,406
+5,922
+91% +$677K 0.11% 118
2019
Q2 		$659K Buy
6,484
+2,070
+47% +$215K 0.04% 200
2019
Q1 		$489K Buy
4,414
+635
+17% +$67.3K 0.03% 242
2018
Q4 		$369K Sell
3,779
-1,006
-21% -$109K 0.02% 230
2018
Q3 		$559K Buy
4,785
+450
+10% +$53K 0.03% 301
2018
Q2 		$836K Buy
4,335
+1,335
+45% +$150K 0.04% 241
2018
Q1 		$314K Hold
3,000
– – 0.02% 284
2017
Q4 		$357K Buy
+3,000
New +$353K 0.02% 173

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

Meitav Investment House's UPS Position: Q1 2024 in Review

Meitav Investment House sold out of United Parcel Service (UPS) in Q1 2024, closing a stake of 4,750 shares — an estimated $747K sold.

Meitav Investment House first reported a position in UPS in Q4 2017 and held it in 24 quarters. The position peaked at $1.73M in Q3 2020. 2,212 funds tracked by Wall St. Rank hold UPS as of Q1 2024.

  • Meitav Investment House reported no remaining United Parcel Service position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 4,750 United Parcel Service shares in Q1 2024, an estimated $747K.
  • Meitav Investment House first reported a position in United Parcel Service in Q4 2017 and held it in 24 quarters.
  • Meitav Investment House's United Parcel Service position peaked at $1.73M in Q3 2020.
  • 2,212 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.