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National Philanthropic Trust’s United Parcel Service UPS Stock Holding History

National Philanthropic Trust’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
Q2 		– Sell
-34,456
Closed -$5.12M – 275
2024
Q1 		$5.12M Buy
34,456
+32,681
+1,841% +$4.97M 0.11% 76
2023
Q4 		$279K Buy
+1,775
New +$268K 0.01% 249

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

National Philanthropic Trust's UPS Position: Q2 2024 in Review

National Philanthropic Trust sold out of United Parcel Service (UPS) in Q2 2024, closing a stake of 34,456 shares — an estimated $5.12M sold.

National Philanthropic Trust first reported a position in UPS in Q4 2023 and held it in 2 quarters. The position peaked at $5.12M in Q1 2024. 2,173 funds tracked by Wall St. Rank hold UPS as of Q2 2024.

  • National Philanthropic Trust reported no remaining United Parcel Service position as of Q2 2024 after selling out during the quarter.
  • National Philanthropic Trust sold 34,456 United Parcel Service shares in Q2 2024, an estimated $5.12M.
  • National Philanthropic Trust first reported a position in United Parcel Service in Q4 2023 and held it in 2 quarters.
  • National Philanthropic Trust's United Parcel Service position peaked at $5.12M in Q1 2024.
  • 2,173 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2024.

Based on National Philanthropic Trust's 13F filing for Q2 2024, filed 15 May 2026.