Mill Creek Capital Advisors’s United Parcel Service UPS Stock Holding History

Mill Creek Capital Advisors’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 Q3	–	Sell	-2,948	Closed	-$403K	–	271
2024 Q2	$403K	Sell	2,948 -209	-7%	-$29.9K	0.01%	183
2024 Q1	$469K	Buy	3,157 +251	+9%	+$38.2K	0.01%	159
2023 Q4	$457K	Sell	2,906 -76	-3%	-$11.5K	0.01%	160
2023 Q3	$465K	Sell	2,982 -68	-2%	-$11.7K	0.02%	145
2023 Q2	$547K	Buy	3,050 +185	+6%	+$32.8K	0.02%	142
2023 Q1	$556K	Sell	2,865 -379	-12%	-$69.5K	0.02%	143
2022 Q4	$564K	Buy	+3,244	New	+$562K	0.02%	132

Other funds holding UPS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mill Creek Capital Advisors's UPS Position: Q3 2024 in Review

Mill Creek Capital Advisors sold out of United Parcel Service (UPS) in Q3 2024, closing a stake of 2,948 shares — an estimated $403K sold.

Mill Creek Capital Advisors first reported a position in UPS in Q4 2022 and held it in 7 quarters. The position peaked at $564K in Q4 2022. 2,165 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

Mill Creek Capital Advisors reported no remaining United Parcel Service position as of Q3 2024 after selling out during the quarter.
Mill Creek Capital Advisors sold 2,948 United Parcel Service shares in Q3 2024, an estimated $403K.
Mill Creek Capital Advisors first reported a position in United Parcel Service in Q4 2022 and held it in 7 quarters.
Mill Creek Capital Advisors's United Parcel Service position peaked at $564K in Q4 2022.
2,165 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Mill Creek Capital Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.