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

Nelson 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
2024
Q4 		– Sell
-1,469
Closed -$200K – 116
2024
Q3 		$200K Hold
1,469
– – 0.03% 108
2024
Q2 		$201K Buy
+1,469
New +$210K 0.04% 104
2019
Q4 		– Sell
-1,010
Closed -$121K – 281
2019
Q3 		$121K Sell
1,010
-350
-26% -$40K 0.03% 108
2019
Q2 		$140K Hold
1,360
– – 0.03% 108
2019
Q1 		$152K Sell
1,360
-200
-13% -$21.2K 0.04% 93
2018
Q4 		$152K Hold
1,560
– – 0.04% 99
2018
Q3 		$182K Hold
1,560
– – 0.04% 93
2018
Q2 		$166K Buy
1,560
+100
+7% +$11.2K 0.04% 93
2018
Q1 		$153K Hold
1,460
– – 0.04% 102
2017
Q4 		$174K Buy
1,460
+100
+7% +$11.8K 0.05% 93
2017
Q3 		$163K Sell
1,360
-20
-1% -$2.27K 0.05% 91
2017
Q2 		$153K Buy
1,380
+20
+1% +$2.14K 0.05% 96
2017
Q1 		$146K Hold
1,360
– – 0.05% 95
2016
Q4 		$156K Hold
1,360
– – 0.05% 88
2016
Q3 		$149K Buy
1,360
+540
+66% +$59K 0.05% 87
2016
Q2 		$88K Buy
820
+230
+39% +$23.9K 0.03% 93
2016
Q1 		$62K Sell
590
-83,627
-99% -$8.13M 0.02% 103
2015
Q4 		$8.1M Sell
84,217
-2,795
-3% -$286K 3.11% 4
2015
Q3 		$8.59M Buy
87,012
+2,764
+3% +$273K 3.29% 3
2015
Q2 		$8.16M Buy
84,248
+2,776
+3% +$276K 2.95% 5
2015
Q1 		$7.9M Sell
81,472
-1,770
-2% -$182K 2.85% 6
2014
Q4 		$9.25M Buy
83,242
+985
+1% +$104K 3.43% 2
2014
Q3 		$8.09M Buy
82,257
+1,990
+2% +$198K 3.05% 5
2014
Q2 		$8.24M Buy
80,267
+2,795
+4% +$281K 3.3% 3
2014
Q1 		$7.54M Buy
77,472
+41,024
+113% +$4M 3.32% 5
2013
Q4 		$3.83M Sell
36,448
-582
-2% -$57.3K 1.7% 28
2013
Q3 		$3.38M Buy
37,030
+540
+1% +$47.5K 1.61% 29
2013
Q2 		$3.16M Buy
+36,490
New +$3.13M 1.62% 29

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 $1.6B AUM 20.7% 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

Nelson Capital Management's UPS Position: Q4 2024 in Review

Nelson Capital Management sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,469 shares — an estimated $200K sold.

Nelson Capital Management first reported a position in UPS in Q2 2013 and held it in 28 quarters. The position peaked at $9.25M in Q4 2014. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Nelson Capital Management reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Nelson Capital Management sold 1,469 United Parcel Service shares in Q4 2024, an estimated $200K.
  • Nelson Capital Management first reported a position in United Parcel Service in Q2 2013 and held it in 28 quarters.
  • Nelson Capital Management's United Parcel Service position peaked at $9.25M in Q4 2014.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Nelson Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.