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

Monument 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
-2,033
Closed -$256K – 228
2024
Q4 		$256K Buy
2,033
+38
+2% +$5K 0.07% 166
2024
Q3 		$272K Sell
1,995
-807
-29% -$106K 0.08% 161
2024
Q2 		$383K Sell
2,802
-1,453
-34% -$208K 0.11% 125
2024
Q1 		$632K Sell
4,255
-1,206
-22% -$183K 0.18% 101
2023
Q4 		$859K Buy
5,461
+858
+19% +$130K 0.28% 87
2023
Q3 		$718K Sell
4,603
-15,348
-77% -$2.65M 0.24% 88
2023
Q2 		$3.58M Sell
19,951
-1,392
-7% -$247K 1.14% 22
2023
Q1 		$4.14M Buy
21,343
+1,444
+7% +$265K 1.39% 15
2022
Q4 		$3.46M Sell
19,899
-1,358
-6% -$235K 1.18% 18
2022
Q3 		$3.43M Buy
21,257
+3,783
+22% +$716K 1.29% 17
2022
Q2 		$3.19M Buy
17,474
+829
+5% +$151K 1.2% 14
2022
Q1 		$3.57M Sell
16,645
-584
-3% -$124K 1.16% 15
2021
Q4 		$3.69M Sell
17,229
-470
-3% -$95.6K 1.15% 19
2021
Q3 		$3.22M Buy
17,699
+285
+2% +$56.3K 1.1% 19
2021
Q2 		$3.62M Buy
17,414
+325
+2% +$65K 1.25% 17
2021
Q1 		$2.9M Sell
17,089
-1,305
-7% -$211K 1.16% 23
2020
Q4 		$3.1M Sell
18,394
-15
-0.1% -$2.53K 1.43% 16
2020
Q3 		$3.07M Sell
18,409
-2,442
-12% -$356K 1.62% 12
2020
Q2 		$2.32M Buy
20,851
+228
+1% +$22.8K 1.36% 28
2020
Q1 		$1.93M Sell
20,623
-67
-0.3% -$6.94K 1.39% 38
2019
Q4 		$2.42M Buy
20,690
+301
+1% +$35.6K 1.24% 35
2019
Q3 		$2.44M Sell
20,389
-644
-3% -$73.6K 1.33% 30
2019
Q2 		$2.17M Buy
+21,033
New +$2.19M 1.17% 40
2018
Q4 		– Sell
-12
Closed -$1K – 294
2018
Q3 		$1K Buy
+12
New +$1.41K ﹤0.01% 301

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Monument Capital Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 2,033 shares — an estimated $256K sold.

Monument Capital Management first reported a position in UPS in Q3 2018 and held it in 24 quarters. The position peaked at $4.14M in Q1 2023. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Monument Capital Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Monument Capital Management sold 2,033 United Parcel Service shares in Q1 2025, an estimated $256K.
  • Monument Capital Management first reported a position in United Parcel Service in Q3 2018 and held it in 24 quarters.
  • Monument Capital Management's United Parcel Service position peaked at $4.14M in Q1 2023.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Monument Capital Management's 13F filing for Q1 2025, filed 25 Apr 2025.