Mill Capital Management’s United Parcel Service UPS Stock Holding History

Mill Capital 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
2025 Q1	–	Sell	-1,600	Closed	-$202K	–	126
2024 Q4	$202K	Hold	1,600	–	–	0.02%	117
2024 Q3	$218K	Sell	1,600 -11,000	-87%	-$1.44M	0.02%	116
2024 Q2	$1.72M	Sell	12,600 -1,500	-11%	-$215K	0.14%	58
2024 Q1	$2.1M	Sell	14,100 -400	-3%	-$60.8K	0.18%	58
2023 Q4	$2.28M	Hold	14,500	–	–	0.2%	57
2023 Q3	$2.26M	Sell	14,500 -253	-2%	-$43.7K	0.22%	55
2023 Q2	$2.64M	Sell	14,753 -837	-5%	-$149K	0.25%	49
2023 Q1	$3.02M	Buy	15,590 +3,140	+25%	+$576K	0.31%	48
2022 Q4	$2.16M	Sell	12,450 -1	-0%	-$173	0.24%	54
2022 Q3	$2.01M	Sell	12,451 -300	-2%	-$56.8K	0.23%	53
2022 Q2	$2.33M	Buy	12,751 +200	+2%	+$36.5K	0.26%	49
2022 Q1	$2.69M	Buy	12,551 +10,551	+528%	+$2.24M	0.26%	48
2021 Q4	$429K	Buy	+2,000	New	+$407K	0.04%	91

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

Mill Capital Management's UPS Position: Q1 2025 in Review

Mill Capital Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,600 shares — an estimated $202K sold.

Mill Capital Management first reported a position in UPS in Q4 2021 and held it in 13 quarters. The position peaked at $3.02M in Q1 2023. 2,199 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Mill Capital Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Mill Capital Management sold 1,600 United Parcel Service shares in Q1 2025, an estimated $202K.
Mill Capital Management first reported a position in United Parcel Service in Q4 2021 and held it in 13 quarters.
Mill Capital Management's United Parcel Service position peaked at $3.02M in Q1 2023.
2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Mill Capital Management's 13F filing for Q1 2025, filed 23 Apr 2025.