MPM
UPS icon

Meritage Portfolio Management’s United Parcel Service UPS Stock Holding History

Meritage Portfolio 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
2024
Q4 		– Sell
-23,119
Closed -$3.15M – 343
2024
Q3 		$3.15M Sell
23,119
-984
-4% -$129K 0.19% 150
2024
Q2 		$3.3M Sell
24,103
-330
-1% -$47.2K 0.21% 140
2024
Q1 		$3.63M Sell
24,433
-1,436
-6% -$218K 0.23% 130
2023
Q4 		$4.07M Buy
25,869
+7,601
+42% +$1.15M 0.27% 118
2023
Q3 		$2.85M Sell
18,268
-270
-1% -$46.6K 0.21% 142
2023
Q2 		$3.32M Buy
18,538
+647
+4% +$115K 0.24% 138
2023
Q1 		$3.47M Buy
17,891
+466
+3% +$85.5K 0.26% 123
2022
Q4 		$3.03M Buy
17,425
+782
+5% +$135K 0.24% 140
2022
Q3 		$2.69M Buy
16,643
+993
+6% +$188K 0.22% 131
2022
Q2 		$2.86M Buy
15,650
+2,087
+15% +$381K 0.22% 133
2022
Q1 		$2.91M Buy
+13,563
New +$2.88M 0.18% 140
2020
Q2 		– Sell
-39,010
Closed -$3.64M – 226
2020
Q1 		$3.64M Buy
+39,010
New +$4.04M 0.49% 53

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meritage Portfolio Management's UPS Position: Q4 2024 in Review

Meritage Portfolio Management sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 23,119 shares — an estimated $3.15M sold.

Meritage Portfolio Management first reported a position in UPS in Q1 2020 and held it in 12 quarters. The position peaked at $4.07M in Q4 2023. 2,288 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Meritage Portfolio Management reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Meritage Portfolio Management sold 23,119 United Parcel Service shares in Q4 2024, an estimated $3.15M.
  • Meritage Portfolio Management first reported a position in United Parcel Service in Q1 2020 and held it in 12 quarters.
  • Meritage Portfolio Management's United Parcel Service position peaked at $4.07M in Q4 2023.
  • 2,288 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Meritage Portfolio Management's 13F filing for Q4 2024, filed 27 Jan 2025.