Mendota Financial Group’s United Parcel Service UPS Stock Holding History

Mendota Financial Group’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
2025 Q1	–	Sell	-140	Closed	-$17.7K	–	348
2024 Q4	$17.7K	Sell	140 -63	-31%	-$8.29K	0.01%	216
2024 Q3	$27.7K	Sell	203 -163	-45%	-$21.4K	0.01%	202
2024 Q2	$50.1K	Buy	366 +1	+0.3%	+$143	0.03%	172
2024 Q1	$54.3K	Sell	365 -190	-34%	-$28.9K	0.03%	176
2023 Q4	$87.3K	Buy	555 +525	+1,750%	+$79.4K	0.07%	159
2023 Q3	$4.68K	Hold	30	–	–	﹤0.01%	226
2023 Q2	$5.38K	Sell	30 -31	-51%	-$5.5K	0.01%	223
2023 Q1	$13.1K	Hold	61	–	–	0.01%	214
2022 Q4	$10.6K	Buy	+61	New	+$10.6K	0.01%	203

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mendota Financial Group's UPS Position: Q1 2025 in Review

Mendota Financial Group sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 140 shares — an estimated $17.7K sold.

Mendota Financial Group first reported a position in UPS in Q4 2022 and held it in 9 quarters. The position peaked at $87.3K in Q4 2023. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Mendota Financial Group reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Mendota Financial Group sold 140 United Parcel Service shares in Q1 2025, an estimated $17.7K.
Mendota Financial Group first reported a position in United Parcel Service in Q4 2022 and held it in 9 quarters.
Mendota Financial Group's United Parcel Service position peaked at $87.3K in Q4 2023.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.